Technical Generalist - Operations

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

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.
 

External Flexible Work Option(s)

Hybrid

Awards and Accolades

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

Search Headquarters Positions by Area of Interest

Client Services & Operations

Position Requirements

What Experience You'll Need:

• A bachelor's degree and/or equivalent experience
• 5+ years of experience in a financial services environment (i.e., brokerage, banking, insurance,
• etc.), including:
  • An advanced knowledge of procedures and systems associated with multiple functions in a department or group of departments. Examples of the specific knowledge would be in the areas of: trading, books and records, corporate actions, cash and banking related functions, anti-money laundering, client accounts, mutual funds, insurance, stocks, bonds, managed money products, retirement products and services, client reporting, tax, customer account transfers, securities processing, etc.
• • Advanced knowledge of processes, procedures, and systems associated with multiple functions in a department or group of departments.
• • Must have excellent word-processing and spreadsheet skills.
  • Experience with Excel, PowerBI, SharePoint, and Salesforce (to handle the queue/escalations).
  • Requires the ability to make recommendations to resolve and improve system issues.
  • Industry knowledge and skills as it relates to products, services, and processes.
  • Strong analytical skills

***The required hours for this role are 6:30am CST – 2:30pm CST ***

***Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the offic