Join Edward Jones as an Operations Specialist II, where your role supports client transfers and enhances operational excellence. Embrace a collaborative workplace while leveraging analytical skills for positive impact.

As an Operations Specialist II, you play a vital role in processing transfers into the firm, managing escalated issues, and guiding team members. With over 20,000 financial advisors at Edward Jones, your expertise contributes to a supportive culture focused on integrity and service excellence. You will engage regularly with internal and external stakeholders to ensure smooth operational processes.

Key Responsibilities:



• Process and support client transfers accurately • Manage documentation and communications with stakeholders • Research and resolve escalated operational issues • Provide training and support to team members • Ensure compliance with industry standards

Requirements: • High school diploma; degree preferred • 2+ years in operations in financial services • Knowledge of account transfers and ATON processes • Strong customer service and communication skills • Proficient in Microsoft Office tools

Drive quality service and operational efficiency at Edward Jones, enhancing client experiences through your expertise. #J-18808-Ljbffr

📌 Operations Specialist II at Edward Jones (Winnipeg)
🏢 Edward Jones
📍 Winnipeg