Service Specialist II
About the role
This job posting is anticipated to remain open for 30 days, from 16-Oct-2026. The posting may close early due to the volume of applicants.
Do you enjoy helping others, solving problems, and delivering exceptional service in a fast-paced environment?
As a Service Specialist, you will play a key role in supporting Financial Advisors and practice teams by providing timely, accurate, and professional service. You’ll be a trusted point of contact—helping resolve inquiries, navigating processes, and ensuring a seamless experience for both associates and clients.
This role is ideal for someone who is detail-oriented, adaptable, and motivated to continuously learn and grow in a collaborative environment.
What You’ll Do:
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Provide professional, courteous support to practice teams and clients via phone and written communication
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Research and resolve inquiries by delivering accurate information and practical solutions
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Maintain high service standards while managing multiple requests in a fast-paced environment
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Continuously learn and apply new processes, systems, and updates to ensure accurate support
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Collaborate with teammates and act as a resource by sharing knowledge and best practices
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Support team initiatives, process improvements, and department priorities
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Identify opportunities to enhance service quality and operational efficiency
What Experience You Need:
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1-2 years of customer service, prior financial services industry, or Edward Jones experience recommended
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Strong computer skills are required, including effective use of Microsoft Office applications.
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Excellent verbal/written communication skills.
What Could Set You Apart:
- Bachelor's degree is preferred.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
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.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Benefits and perks
•Paid Time Off
•Performance Bonus
•Learning Budget
•Retirement Plan
•401(k)
•Parental Leave

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About Edward Jones
Tempe
Headquarters