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Retirement Service Specialist
Edward Jones Investments
St. Louis, MO, United States
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Opportunity Overview
Description: Assist branch associates and other departments on technical, operational, regulatory and sales service questions for Retirement Products. It is important to consistently provide world class service
Key Responsibilities:
• Respond to operational, technical, regulatory and sales service questions, which come into the department via incoming calls and wires
• Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plans
• Effectively use knowledge, tools and resources to ensure service and processing output is compliant with current policies, procedures, rules and regulations
• Take ownership of inquiries--ability to ask the right question to bring timely, accurate solutions
• Consistently deliver outstanding service to our branch associates and other department
• Understand and support firm retirement marketing efforts as well as preferred partner retirement plan and marketing activities.
Position Requirements
Must successfully complete a structured academic training program, which includes classroom lecture, interactive discussions, a series of assessments and on the job application
• 20 hours a weekaverage and willingness to be flexible with hours (schedule is consistent week to week)
• Shifts will be between the hours of 7am - 7pm CST
• Bachelor's degree in a business or communication is preferred but not required
• Prior experience in the retirement field or service is a plus
• Will spend at least 90 percent of the day responding to branch questions and occasionally client questions
• Excellent verbal and written communication skills
• Strong problem-solving skills
• Must be flexible and a team player
• Good Organizational skills
Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
• For the 19th year, Edward Jones was named one of the “100 Best Companies to Work For®” by FORTUNE magazine in its annual listing. The firm ranked No. 5 overall. These 19 FORTUNE rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive No. 1 rankings in 2002 and 2003.
From FORTUNE Magazine, February 15, 2018 © 2018 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.