Enhance operational efficiency at Edward Jones as an Operations Support Specialist II, focusing on client transfers and team collaboration. Utilize your problem-solving skills in a rapid-paced environment.
In the role of Operations Specialist II, your key responsibility is managing transfers into the firm. You will conduct thorough research and effective communication to resolve issues, supporting a seamless client experience. Join a team that values your contributions and promotes a solid sense of belonging.
Key Responsibilities: • Facilitate automated and manual transfer processes • Verify and manage documentation for accuracy • Communicate transfer status with internal teams and clients • Conduct in-depth research for escalated cases • Offer training and support to colleagues in the department
Requirements: • High school diploma required, degree preferred • Minimum of 2 years in financial operations • Experience with account transfer methodologies • Excellent verbal and written communication skills • Analytical mindset with problem-solving abilities
Become part of Edward Jones, where your operational skills lead to outstanding client service and teamwork. #J-18808-Ljbffr
📌 Edward Jones Operations Support Specialist (Winnipeg)
🏢 Edward Jones
📍 Winnipeg
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