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Team Leader - Customer Loans

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
*Operations*

In the Operations division at Edward Jones, youll focus on creating the ideal client and branch
experience. From account opening, to trade settlement and movement of client cash and securities, to statement production and tax reporting, Operations is involved every step of the way. As the backbone of the branch, your work will support all client transactions and processing through the life cycle of the client relationship. Through strategic thinking and cross-functional collaboration, youll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.


Position: Team Leader Customer Loans

Customer Loans' mission is to provide timely and accurate assistance to Canadian and US branches to support margin services for the clients of Edward Jones. Customer Loans is also responsible for the risk management of loan collateral and the review and processing of overdue trades and client debits. The Customer Loans Service and Processing Team Leader is responsible for overseeing a team of people who answers branch calls and written contacts, processes margin disbursements and documents, reviews various reports, and provides support for small and large system enhancements and firm level projects.

Responsibilities:

* Responsible for overall performance of the team including establishing and achieving key performance indicators, key goals and objectives, risk mitigation, and compliance with supervisory procedures and regulations.
* Full management responsibility for a diverse team of as many as 15 associates. Manages non-exempt and exempt associates and may involve distance leadership.
* Must have an understanding of the team and department functions, processes, and/or systems supported by the team and department within 6 months of hire, and be an expert on the team's systems, processes, and/or functions within 12 months of hire.
* Must be knowledgeable of and responsible for the development and performance of key systems in the US.
* Must utilize technology and tools available to identify and implement solutions and create process efficiencies for the team and/or department in a high-volume, deadline driven environment.
* Must anticipate, analyze, recommend and implement solutions regarding team processes, systems, regulations, resource allocation, and controls not guided by policies or procedures.
* Must have the ability to identify risks and design and implement effective controls to mitigate risks.

Requirements:

* Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
* SIE and Series 99 required within 89 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.
* Two or more years financial services industry or accounting experience, with operations experience strongly preferred. Leadership and/or audit experience is a plus.
* Must have a basic understanding of major functions in US and/or CAN brokerage Operations, including books and records, trades, packaged products, and processing of cash, securities and accounts.
* Must have strong collaboration skills and effective problem solving, decision making and critical thinking skills.


* Bachelor's degree or equivalent experience required. Concentrations in business, accounting, finance or management are preferred, but other concentrations will be considered.
* SIE and Series 99 required within 89 days of start date (US); Series 7 required within 12 months of start date (US). Outside the US, appropriate country-specific licenses required.
* Two or more years financial services industry or accounting experience, with operations experience strongly preferred. Leadership and/or audit experience is a plus.
* Must have a basic understanding of major functions in US and/or CAN brokerage Operations, including books and records, trades, packaged products, and processing of cash, securities and accounts.
* Must have strong collaboration skills and effective problem solving, decision making and critical thinking skills.


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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.
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](https://careers.edwardjones.com/compensation-and-values/) 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:
Posted: 2021-06-11 Expires: 2021-07-12
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Team Leader - Customer Loans

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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