There's power in partnership.

Your passion. Our purpose. We can make an impact together. Join a team that empowers you to shape the future of client service. Everything we do is focused on helping clients achieve what's most important to them, all while giving you the opportunity to innovate, collaborate and grow.

What you do every day helps people achieve and protect their financial goals. You'll have access to cutting-edge tools, continuous learning programs, mentorship from experienced leaders, and a culture that values every voice and idea.

Job Overview

Position Schedule: Full-Time

This job posting is anticipated to remain open for 30 days, from 12-Mar-2026. The posting may close early due to the volume of applicants.

• Opportunity Overview:
  
  

We are seeking a Support Specialist II for the Asset Movement, External Transfers Department, and the Mutual Fund & ACAT Transfer Team.

Asset Movement (AM) capability is essential, as it enables transactions on behalf of clients to securely and confidently move cash and securities into, out of, and between accounts at the firm. This movement supports clients' saving, investing, borrowing, spending, and gifting needs, and facilitates strategies aligned with their financial goals. Asset movement should be an easy, modern, and efficient experience that complements the branch and client experience and enables value and optimal relationship building.

The Support Specialist II will take on the responsibilities outlined below, along with other duties as assigned.

• Plan and execute projects, enhancements, and processes, including the launch of new products or product partners and enhancements to existing tools and systems.
• Serve as a key contact for requirement identification and verification for new products and tools.
• Lead testing of enhancements and upgrades, including identification, tracking of issues, and implementation of solutions.
• Develop strong relationships with internal stakeholders and collaborate with leaders across multiple divisions.
• Adopt processes for risk controls (e.g., Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete applicable requirements.
• Collaborate with Firm Analytics to leverage data for insights and reporting to inform business decisions and communicate results.
• Perform qualitative and quantitative analysis of complex and confidential data.
• Broadening and deepening subject matter expertise in assigned product area(s) of emphasis.
• Share knowledge to help develop other associates.
  
  

What You Will Do

Problem Solving

Address problems and decisions that are both routine and occasionally unique, with an intermediate level of complexity.

• Act as an intermediary with branches, clients, product partners/vendors, or internal departments to resolve issues.
• Analyze issues from multiple stakeholder perspectives to determine the best possible outcomes for clients, partners, and the firm.
• Apply critical thinking and sound judgment to determine when escalation to a senior associate, leader, or Partner is appropriate.
  
  

Decision Making

• Make routine decisions independently, with responsibility expanding into more complex and non-routine matters.
• Evaluate multiple issues and consequences when resolving technical challenges and assessing impacts to stakeholders (IS, end users, clients, etc.).
• Participate in collaborative decision-making with peers, leaders, and Partners for more complex matters.
• Learn and follow established precedents, procedures, and guidelines to support decision-making without higher-level review when appropriate.
  
  

Span Of Influence

• Influence communications related to client-focused projects, tools, platforms, and systems with stakeholders including branches, clients, and product partners/vendors.
• Recognize that poor decisions or execution may negatively impact clients, raise compliance issues, or subject the firm to regulatory or arbitration risk.
• Provide feedback, coaching, training, and guidance to newer associates.
  
  

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.

Hiring Minimum: $74600

Hiring Maximum: $122800

Skills/Requirements

Read More About Job Overview

• Position Requirements:
• Bachelor's degree preferred.
• Minimum of 3 years of experience in the financial services industry or with equivalent tools/systems, or a combination of experience and education.
• Functional knowledge of external transfers.
• Proficiency with Microsoft Office.
• Strong written and verbal communication skills.
• Ability to manage relationships with a broad group of stakeholders.
• Highly qualified candidates will have demonstrated experience in the following:
• Critical thinking and problem resolution.
• Drive to understand end‑to‑end processes.
• Continuous learning mindset, independently challenging the status quo.
  

Read More About Skills/Requirements

Awards & 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

Read More About Awards & Accolades

About Us

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.

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.