Senior Technical Specialist

In the Operations division at Edward Jones, you’ll focus on creating the ideal client and branch experience. From account opening, statement production and tax reporting to trade and estate processing, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, you’ll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives. Develop innovative business solutions for clients and branch teams through our Operations departments:

• Corporate Actions
• Payment Operations
• Retirement Services
• Client Reporting
• New Accounts
• Product Master File
• Estates

The Technical Specialist II will be responsible for resolving technical and advanced business area specific questions and issues through application of comprehensive performance reporting knowledge. This person will help to drive greater branch team and department efficiency by consistently identifying process or system improvements.

• Analyzing, researching, and interpreting complex items or information, and using this information to make subjective decisions.
• Take ownership of inquiries, effectively prioritize work, consistently meet deadlines and follow through appropriately.
• Training is on the job with associates in the department.
• Must be able to identify, track and report data analytic trends within the industry and firm.
• Identify problem trends and partner with key stakeholders to define full scope, determine root causes, assess client/business risks, and find solutions.
• Identify and implement process improvement solutions to streamline activity review.
• Strong problem-solving skills are required to research non-routine issues and recognize complex situations involving client accounts and/or firm systems
• Must be able to demonstrate strong organizational skills, attention to detail, and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded as well as being adaptable to change.
• Strong customer service focus that supports firm's commitment to exceed client needs and excellent communication skills, both verbal and written.
• Previous experience with Microsoft office tools and spreadsheets.
• Strong analytical skills preferred with intermediate skills in creating complex spreadsheets and formulas, running Hyperion queries creating and analyzing reports, and using internet reference material and external resources to proactively develop measures, make decisions, or to manage ongoing controls for the business area. The job will rely heavily on data mining queries such as Power BI.

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

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones 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.