Solutions Specialist, Account Opening & Maintenance

This job posting is anticipated to remain open for 30 days, from 02-Sep-2026. The posting may close early due to the volume of applicants.

Are you passionate about delivering exceptional client experiences and solving complex service challenges? As a Solutions Specialist, Account Opening & Maintenance, you'll play a critical role in supporting financial advisors, clients, and business partners by ensuring account requests are handled accurately, efficiently, and with a high level of care.
In this role, you'll serve as a subject matter expert for account opening and maintenance processes, partnering across teams to resolve escalated issues, identify solutions, and drive positive outcomes. You'll combine strong critical thinking, attention to detail, and client focus to navigate complex situations, improve service experiences, and help ensure operational excellence. This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys problem-solving, and wants to make a meaningful impact on both clients and colleagues.

What You'll Do:

• Serve as a subject matter expert on account opening and maintenance processes, providing guidance and support for complex requests and escalations.
• Investigate and resolve client, branch, and business partner inquiries while ensuring timely, accurate, and high-quality service.
• Manage and document cases within Salesforce Service Cloud, ensuring compliance with established processes and service standards.
• Analyze issues, identify root causes, and recommend effective solutions to support positive client outcomes.
• Partner with cross-functional teams to resolve complex service challenges and improve operational effectiveness.
• Identify situations requiring escalation and engage leaders or other stakeholders when additional support is needed.
• Maintain a strong understanding of business processes, systems, policies, and regulatory requirements related to account opening and maintenance.
• Contribute to a culture of continuous improvement by identifying opportunities to enhance processes, service delivery, and the overall client experience.
• Build strong relationships with internal and external partners while delivering exceptional service and support.

Current Internal home-based associates please note: Even as a campus-based posted role you are eligible to apply and, if selected, you may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for campus-based presence.

• Minimum of two years of customer service experience, including experience using Salesforce Service Cloud or a similar case management system.
• Strong knowledge of Account Opening and Maintenance processes.
• Demonstrated commitment to delivering exceptional client service and resolving complex client issues.
• Strong critical thinking, problem-solving, and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and quality.

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.