[Hiring] Financial Service Specialist II REMOTE USA
Position: Financial Service Specialist II
Date Posted: December 24, 2025
Industry: Financial Services / Investment Management
Employment Type: Full Time
Experience: 1–2 years of customer service experience (financial services background preferred)
Qualification: Estimated Qualification: Bachelor’s degree holder (preferred)
Salary: $42,100 – $65,100/yr
Location: United States REMOTE
Company: Edward Jones
Description:
Financial Service Specialist II – Remote
Edward Jones is at the heart of the financial services experience, placing clients at the center of everything it does. The Service and Operations teams play a critical role in supporting branch offices, headquarters teams, and more than seven million clients nationwide by delivering reliable service, regulatory communication, fraud protection, and operational excellence.
The Financial Service Specialist II works closely with branch office teams and clients, responding to incoming calls and written requests with professionalism, accuracy, and efficiency. This role focuses on problem resolution, information access, and operational support, without providing investment advice or recommendations.
Key Responsibilities:
- Respond to inbound phone calls and written correspondence from branch teams and clients in a professional and courteous manner
- Resolve issues efficiently by providing accurate information and dependable solutions
- Complete required training and stay updated on process changes and new information
- Actively engage in ongoing learning through department communications, meetings, and continuing education
- Support team success by assisting with new initiatives, projects, and process improvements
- Identify opportunities to enhance workflows, service quality, and operational efficiency
Qualifications & Experience:
- Bachelor’s degree preferred
- 1–2 years of experience in customer service, financial services, or related roles
- Prior experience with Edward Jones or within the financial industry is an advantage
Skills & Abilities:
- Excellent verbal and written communication skills
- Ability to respond confidently with organized thoughts and appropriate tone
- Strong written correspondence skills with attention to grammar and clarity
- Effective time management and multitasking abilities
- Ability to work in a fast-paced, team-oriented environment
- Strong computer proficiency, including Microsoft Office applications
Work Arrangement:
This is a remote position within the United States. Candidates living within commuting distance of Tempe, AZ or St. Louis, MO may be required to work onsite three days per week, preferably Tuesday through Thursday, based on business needs.
Compensation & Benefits:
Edward Jones offers a comprehensive benefits package including medical, dental, vision, disability coverage, life insurance, 401(k) retirement plan, paid holidays, vacation time, sick leave, personal days, volunteer time off, bonuses, profit sharing, and employee assistance programs.
Edward Jones is a Fortune 500 company committed to inclusion, professional growth, and creating a workplace where associates feel valued, supported, and empowered to make a positive impact.
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