Technical Specialist

This job posting is anticipated to remain open for 30 days, from 28-Sep-2026. The posting may close early due to the volume of applicants.

Looking for an opportunity to make a meaningful impact in a complex and evolving regulatory environment? As our Technical Specialist – Account Opening & Maintenance you’ll leverage your expertise to improve processes, reduce risk, enhance client outcomes, and lead key business initiatives that drive continuous improvement.

What you will Do:

• Serve as Account Opening & Maintenance Subject Matter Expert (SME), providing deep expertise in all account opening regulations, processes, stakeholder influence, digital requirements.
• Function as the primary resource for interpreting and applying accounting opening processes, analyzing regulatory changes, and translating ongoing technology requirements into operational processes and procedures. Provides guidance on account opening matters, resolves escalated issues, and partners with internal and external stakeholders to ensure consistent application of policies, controls, and requirements across the organization.
• Lead efforts to identify, assess, and implement process improvements, regulatory enhancements, and strategic change initiatives that improve operational efficiency, strengthen compliance, reduce risk, and enhance client service.

What Experience You’ll Need

• High School diploma or equivalent required.
• 3+ years of experience in the financial services industry or related service environment.
• Strong analytical and problem-solving skills with the ability to research, identify, and resolve complex issues.
• Experience working with systems and technology platforms within a financial services environment.
• Ability to identify process improvement opportunities and recommend solutions that enhance efficiency, accuracy, and risk mitigation.
• Strong attention to detail and commitment to maintaining data integrity and reporting controls.
• Effective communication skills with the ability to collaborate across business areas, vendors, and external partners.

What Could Set You Apart

• Bachelor’s degree in Business, Finance, Accounting, or a related field.
• Experience supporting process improvement initiatives, workflow optimization, and operational change management.
• Proven ability to train, coach, and mentor associates.
• Experience and/or working knowledge with:
• Excel
• Salesforce
• Share Point
• JIRA
• Power BI
• Experience working in a fast-paced environment with competing priorities and critical processing deadlines.

**RTO Statement:**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 effective June 1, 2026. Before June 1, 2026, 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 three days per week, with preference for Tuesday through Thursday.\

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.