Full timeOther

Service Specialist II

Edward JonesTempe, AZ🇺🇸United States

Why this role stands out

This Service Specialist II role at Edward Jones offers a fantastic opportunity to grow your career within a reputable financial services firm, where you'll develop valuable skills in a supportive team environment. You'll thrive here if you're a proactive, detail-oriented individual eager to contribute to exceptional client service and advance your professional journey. Don't miss out on this chance to make a real impact and apply today!

Quick overview

SeniorityMid Senior

Employment typeFull Time

Work modeOn Site

LocationTempe, AZ, United States

Job description

Service Specialist II | Tempe, AZ, United States | Hybrid

This employer is a leading financial services firm, recognized for its commitment to client success and personalized financial guidance. Join a supportive team dedicated to fostering long-term relationships and providing exceptional client experiences.

The Role

Provide comprehensive support to financial advisors and clients, ensuring seamless service delivery.
Manage client inquiries and resolve issues efficiently and professionally.
Process and maintain client account information accurately.
Assist with the preparation of client meeting materials and reports.
Collaborate with internal teams to facilitate client needs.

What You'll Need

Proven experience in a client-facing or administrative support role, preferably within the financial services industry.
Strong understanding of customer service principles and practices.
Excellent communication, interpersonal, and organizational skills.
Proficiency in relevant software and systems.
Ability to multitask and prioritize effectively in a fast-paced environment.

What's On Offer

Opportunity to work with a reputable and stable financial services organization.
Professional development and growth opportunities within the firm.
Collaborative and supportive team environment.
Competitive benefits package.

Apply via Haystack today!