Client Relations Specialist, Financial Services

Edward Jones; St. Louis (MO); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Edward Jones is seeking a Client Relations Financial Representative (CRFR) to provide timely advice, service, and support to clients when their Financial Advisor is unavailable. You will work closely with branch teams to maintain continuity of client relationships and support adviser-led strategies, including sensitive matters such as potential legal, compliance, fraud, or account disputes.

Strong problem-solving skills and the ability to communicate complex financial topics clearly are

Qualifications

• Active Series 7 and Series 66 (or Series 7 with Series 63 and 65) at time of application, with the ability to be registered in all 50 states.
• 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, including the ability to clearly explain solutions-based advice, fees, portfolio recommendations, account structures, market conditions, and relevant financial topics

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.
• Complete all required firm and division training, continuing education, and licensing requirements; remain current on compliance and product updates.
• Maintain a strong understanding of investment products, account types, and account features, including risks, pricing, and suitability considerations, to act in the client’s best interest.
• Stay informed on current market events and clearly communicate them in alignment with the firm’s investment philosophy.
• Foster strong, collaborative partnerships with branch teams to enhance service effectiveness and client outcomes.

Job description

Edward Jones is seeking a Client Relations Financial Representative (CRFR) to provide timely advice, service, and support to clients when their Financial Advisor is unavailable. You will work closely with branch teams to maintain continuity of client relationships and support adviser-led strategies, including sensitive matters such as potential legal, compliance, fraud, or account disputes.

Strong problem-solving skills and the ability to communicate complex financial topics clearly are