Client Relations Financial Representative

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

Opportunity Overview

The Client Relations Financial Representative (CRFR) is responsible for serving in the capacity of the FA to provide advice, service, and support for our client’s urgent financial and account related needs when their Financial Advisor is unavailable. CRFRs play a significant role in supporting the firm’s unique business model. Our purpose is to provide a consistent experience by delivering tailored solutions and exceptional service to our clients, while fulfilling the FA continues to serve as the primary Financial Advisor. We do this by aligning to and complimenting the relationship, service, and advice provided by the client’s branch team.
CRFRs are also responsible for supporting clients who are involved in potential legal, compliance, fraud, or account dispute issues. The circumstances of these situations can be highly emotionally charged and can create a challenging working environment. Complex problem solving and strong conflict management skills are necessary for the CRFR to analyze risks while successfully resolving client situations with world class service. While some situations may need to be escalated to Compliance for further investigation, the CRFR’s goal is to act in a service recovery role to retain clients for the firm.

EEO Statement

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.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We’re proud of our associates’ contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Position Requirements

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.
Education/Certification

• Bachelor’s degree is preferred.
• Series 7 and 66 (or a combination of the 63 and 65) and ability to be registered in all 50 states are required at time of application; Combined with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.
• Industry accreditations such as AAMS and CFP are preferred.
• Working knowledge of all Jones systems and tools preferred.

Years of Relevant Experience

• 3 years of industry experience with at least 1-year registered experience required.
• Prior experience in a Financial Advisor position is strongly preferred.

Skills/Abilities

• Ability to evaluate compliance and regulatory risk based on client situations.
• 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.
• Skilled in conflict resolution as they are the initial contact for complaint situations or when the branch/client relationship is no longer amicable.
• Ability to perform in a fast-paced environment without sacrificing quality.

Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

Salary Information

• 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
• short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401k retirement plan
• health savings account
• flexible spending account
• ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• sick time
• personal days
• a paid day for volunteerism
• bonuses
• profit sharing
• Employee Assistance Program