Edward Jones-posted 11 months ago
Full-time • Mid Level
Saint Louis, MO
5,001-10,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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. The Client Reporting team is responsible for the delivery of US and CA client statements, trade confirms/prospectus and electronic client reporting. We coordinate production, implement enhancements and defect fixes, partner with statements service, communicate with branches and third-party vendors.

  • Plan, lead, and execute enhancements to existing processes, tools, and systems within Client Reporting.
  • Act as technical consultant with business and I.S. leaders from multiple divisions and with varying levels of influence. Maintain strong relationships with internal stakeholders.
  • Develop, maintain, and explore relationships with 3rd party vendors to offer tools and solutions that make it easier, faster, and better for branch teams to meet client needs.
  • Adopt processes for risk controls (e.g., Privacy, Business Continuity Planning, Record Information Management, Written Supervisory Procedures) and coordinate with departments to complete the applicable requirements.
  • Determine appropriate workflows because of qualitative and quantitative analysis.
  • Act as subject matter expert in assigned product area(s) of emphasis.
  • Provides feedback, coaching, training, and guidance to help develop other associates; takes a leadership role in the development of new associates/interns; and may lead other associates.
  • Bachelors degree or advanced degree preferred.
  • 7+ years of experience working with tools/systems, and/or project experience in product or financial services industry or combination of experience and education.
  • Strong project management, business system analysis and/or Information Systems (IS) experience needed.
  • Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work within the office three days per week, with the preference for Tuesday, Wednesday, and Thursday.
  • Medical and prescription drug coverage
  • Dental insurance
  • Vision insurance
  • Voluntary benefits (such as accident, hospital indemnity, and critical illness)
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage provided at no cost to associates
  • 401k retirement plan
  • Health savings account and flexible spending account
  • Ten paid holidays
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time and personal days
  • Paid day for volunteerism
  • Eligibility for bonuses and profit sharing
  • Employee Assistance Program
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