Client Relations Financial Specialist

Edward Jones; Tempe (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Edward Jones in Tempe, AZ is seeking a Client Relations Financial Representative to support clients in the absence of their Financial Advisor, delivering timely advice and service. You’ll partner with branch teams to maintain client relationships and handle sensitive matters with care.

The role requires active Series 7 and Series 66 licenses (or Series 7 with Series 63/65), 3+ years in financial services, and strong communication. On-site work four days a week near Tempe office.

Qualifications

• Active Series 7 and Series 66 licenses (or Series 7 with Series 63/65) at time of application.
• 3+ years of experience in the financial services industry.
• A minimum of 1 year of experience in a registered role.
• Excellent verbal and written communication skills.

Responsibilities

• Provide timely advice, service, and support to clients in the absence of their Financial Advisor.
• Partner closely with branch teams to maintain continuity of the client relationship and support adviser-led strategies.
• Support clients involved in sensitive matters such as potential legal, compliance, fraud, or account dispute issues, often in highly emotional and complex situations.
• Apply strong problem-solving and conflict management skills to assess risk, resolve issues, and deliver service recovery with a focus on client retention.
• Escalate matters to Compliance when necessary while maintaining ownership of the client experience.
• Ensure adherence to departmental standard operating procedures and firm policies.

Skills

Series 7

Series 66

Licensed in all states

Excellent communication

Education

Bachelor’s degree

Job description

Edward Jones in Tempe, AZ is seeking a Client Relations Financial Representative to support clients in the absence of their Financial Advisor, delivering timely advice and service. You’ll partner with branch teams to maintain client relationships and handle sensitive matters with care.

The role requires active Series 7 and Series 66 licenses (or Series 7 with Series 63/65), 3+ years in financial services, and strong communication. On-site work four days a week near Tempe office.