Take on an impactful role as Operations Specialist II at Edward Jones, ensuring seamless client transfers and fostering collaboration across teams. Bring your attention to detail and dedication to service.

As an Operations Specialist II, you are responsible for handling complex transfer operations and resolving escalated issues. You'll partner with various stakeholders, contributing to a culture of operational excellence within the firm. Your role will be pivotal in supporting team performance and enhancing the client experience.

Key Responsibilities:
• Manage and process transfers into the firm
• Handle document verification and communications
• Research escalated issues until resolution
• Act as a subject matter expert for team members
• Promote adherence to operational guidelines

Requirements:
• High school diploma required, college degree preferred
• At least 2 years' experience in operations
• Knowledge of brokerage processes preferred
• Robust customer service orientation and communication
• Competence in Microsoft Office essentials

Join Edward Jones to promote a culture of service excellence and operational integrity, enhancing the client experience.
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📌 Operations Specialist II Role at Edward Jones (Ontario)
🏢 Edward Jones
📍 Ontario