Client Solutions Specialist - Edward Jones Connection

Edward Jones

2d • Hybrid

About The Position

Join our team at Edward Jones and you'll be joining other associates who have a passion for serving our clients and Branch Teams by understanding their needs, tailoring the solution to meet the most effective outcome for the client, and demonstrate a spirit of caring. We offer a great working environment for those seeking a professional opportunity as a Client Solution Specialist. In this role within the new home office client service area, associates strive to provide timely answers, guidance, and support of our clients and branch teams to enable an ideal client experience. We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. The ideal candidate must be comfortable serving as a phone service representative and spending a great deal of time answering and placing phone calls. If you have financial solutions and strong client service experience, enjoy working in a fast-paced environment and are ready for a rewarding career in the financial industry, this may be a great opportunity for you.

Requirements

• Excellent verbal and written communication skills required due to the direct contact with Edward Jones’ clients. Must be able to understand and communicate rationale for solutions-based advice, research opinions, fees, portfolio recommendations, account solutions, estate planning, tax implications, current/future market conditions, industry trends, and financial topics in the headlines.
• Minimum of 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education.
• Strong computer skills with the ability to learn and apply technical information.
• Experience with understanding complex branch/client needs and autonomously seeking out innovative solutions.

Nice To Haves

• Familiarity in Salesforce, Money guide, Excel is a plus.
• Bachelor’s degree is preferred.
• Series 7 and 66 preferred with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.
• Candidates that live within in 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

Responsibilities

• Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm. Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients.
• In alignment with Edward Jones philosophies, determine and recommend appropriate investments which meet the client's objectives and to prevent the Firm from monetary losses, arbitrations and client relations issues.
• Answers non-routine incoming calls and/or written correspondence from branches, clients or third parties utilizing multiple information sources to respond.
• Maintains performance standards and expectations while contributing to department initiatives.
• Completes necessary training and keeps up-to-date on changes in processes or information necessary to do the job.
• Identifies opportunities and issues to ensure continuous improvement.
• Collaborates with other team members to achieve appropriate resolutions.

Benefits

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long-term disability
• basic life
• basic AD&D coverage
• 401k retirement plan
• tax-advantaged accounts: health savings account, and flexible spending account
• ten paid holidays
• 15 days of vacation for new associates
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level