Team Ldr, SRV

Opportunity Overview

Join the Service Division at Edward Jones to partner with associates who have a passion for serving our branch teams and clients' needs by tailoring solutions to ensure the most effective outcome, all while demonstrating a spirit of caring. The Service Division's mission is to provide timely answers, guidance, and support for our clients, branch teams and home office associates to enable an ideal client experience.

The Team Leader is responsible for leading a team of associates who respond directly to phone and written inquiries from our branch offices and/or clients. The critical responsibilities include:

• Partner with leaders to establish team goals and expectations and holding associates accountable for meeting them.
• Provide coaching and feedback for development and continuous improvement.
• Build relationships with associates to create a motivating, engaging and inclusive environment.
• Communicate Firm/Division/Department goals and objectives and applying change management and innovation techniques.
• Maintain relationships with critical stakeholders to advocate for the branch and client and helping create an ideal client experience.
• Remain up to date with market, firm, and industry events that impact department performance and end user experience.
• Appropriately address client/branch escalations.
• Effectively manage a team with high regulatory, financial, control/risk, anticipating and analyzing issues and implementing solutions; serving as a backup for the Department Leader.

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.

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 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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

Position Requirements

What skills you need:

• SIE and Series 7 Top Off License required OR must be obtained within 100 business days, based on 2 allotted attempts per license.
• 3 years of people leadership experience, or the completion of the Leadership Development course.
• Experience coaching associates and delivering feedback.
• Sound analytical skills and ability to understand processes and procedures.
• Ability to adapt and to support change efforts.
• Proven decision making and problem-solving ability.

What could set you apart:

• Financial services industry knowledge on specific products, processes, and regulations.
• Experience working in a contact center or customer service environment.
• Bachelor's degree in business, finance, or related field.
• Please note: 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.

Salary Information

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: