Job description
You could say we're at the center of the center.
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This position has responsibility for accomplishing technical or advanced business area specific functions including interpreting information and making subjective decisions that have a moderate to high level of risk or that may have legal, regulatory or financial implications. Decisions must ensure collaboration with a variety of roles and support functions within the business area. The position is required to understand rules & regulations and the impact they have on the business area functions, systems and controls; along with identifying inherent and potential risks and making recommendations to mitigate.
The Cost Basis Reporting Team is responsible for making updates to client's Cost basis information, and ensuring the reporting is up-to-date and accurate. Cost Basis directly impacts client tax obligations and the work can require technical skills and extensive research. This role requires an in-depth understanding of tax and cost basis regulations and requires associates to manage risk to the client regarding complete and accurate information.
This position has responsibility for accomplishing technical or advanced business area specific functions including interpreting information and making subjective decisions that have a moderate to high level of risk or that may have legal, regulatory, or financial implications. The position is required to understand rules and regulations and the impact they have on the business area functions, systems and controls; along with identifying inherent and potential risks and making recommendations to mitigate.
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:
Hiring Minimum: $50198
Hiring Maximum: $82776
Skills/Requirements
Awards & Accolades
About Us
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
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.
Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.
Job Overview
Position Schedule: Full-Time
This position has responsibility for accomplishing technical or advanced business area specific functions including interpreting information and making subjective decisions that have a moderate to high level of risk or that may have legal, regulatory or financial implications. Decisions must ensure collaboration with a variety of roles and support functions within the business area. The position is required to understand rules & regulations and the impact they have on the business area functions, systems and controls; along with identifying inherent and potential risks and making recommendations to mitigate.
The Cost Basis Reporting Team is responsible for making updates to client's Cost basis information, and ensuring the reporting is up-to-date and accurate. Cost Basis directly impacts client tax obligations and the work can require technical skills and extensive research. This role requires an in-depth understanding of tax and cost basis regulations and requires associates to manage risk to the client regarding complete and accurate information.
This position has responsibility for accomplishing technical or advanced business area specific functions including interpreting information and making subjective decisions that have a moderate to high level of risk or that may have legal, regulatory, or financial implications. The position is required to understand rules and regulations and the impact they have on the business area functions, systems and controls; along with identifying inherent and potential risks and making recommendations to mitigate.
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:
Hiring Minimum: $50198
Hiring Maximum: $82776
Skills/Requirements
- High school diploma or equivalent required. Bachelor's degree preferred
- 3-5 years of experience in the financial services industry or related field is required. Familiarity with industry and business area specific regulations is required within 6 months.
- Knowledge of complex systems and system interdependencies within Operations necessary.
- In-depth product knowledge may be required based on business area.
- Ability to make recommendations to resolve and improve system issues is required.
- Intermediate to advanced Excel skills required
- Data mining experience. Working knowledge of Microsoft Power BI is preferred, but not required.
- Must be able to communicate complex details effectively with senior leaders, branches, vendors and other external parties to get results.
- Takes initiative; motivated self- starter and detailed oriented; able to meet deadlines while working independently and/or remotely.
Awards & Accolades
- 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
- 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
- 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
- For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
- 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
- Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.
About Us
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
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.
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