Client Relations Financial Advisor Support Specialist

Edward Jones; St. Louis (MO); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and prescription drug

Dental

Vision

401k retirement plan

Health Savings Account

Paid holidays

Vacation

Volunteer day

Job summary

Edward Jones seeks a Client Relations Financial Representative to provide advisory and service support when the Financial Advisor is unavailable. You will assist clients with urgent financial needs, resolve disputes, and support cases involving compliance or fraud, while working to retain clients through expert service recovery.

Ideal candidates have a Bachelor’s degree preference, Series 7/66, and strong communication and regulatory knowledge.

Qualifications

• Bachelor’s degree preferred; Series 7 and 66 required or equivalent state registrations.
• CFP or AAMS certifications are preferred.
• At least 3 years in the industry with 1+ year registered experience.
• Strong knowledge of industry regulations and product lines.

Responsibilities

• Act as Financial Advisor (FA) substitute to provide advice and service when the FA is unavailable.
• Assist clients with urgent financial and account needs and resolve issues with world class service.
• Support clients involved in potential legal, compliance, fraud, or disputes, with risk assessment.
• Escalate to Compliance when necessary and perform service recovery to retain clients.

Skills

Communication skills

Conflict resolution

Regulatory risk evaluation

Fast-paced adaptability

Education

Bachelor’s degree preferred

Series 7 & 66 required

Job description

Edward Jones seeks a Client Relations Financial Representative to provide advisory and service support when the Financial Advisor is unavailable. You will assist clients with urgent financial needs, resolve disputes, and support cases involving compliance or fraud, while working to retain clients through expert service recovery.

Ideal candidates have a Bachelor’s degree preference, Series 7/66, and strong communication and regulatory knowledge.