Client Relations Specialist, Financial Services

Edward Jones; St. Louis (MO); Hybrid; USD 52.000 - 76.000; Vollzeit

Benefits dieser Stelle

401k retirement plan

Health, dental, vision benefits

Paid holidays and vacation

Zusammenfassung

Edward Jones is hiring a Client Relations Financial Representative to provide timely advice and support to clients when their Financial Advisor is unavailable, especially for urgent account issues.

You will work with branch teams to maintain relationships, handle sensitive matters, and ensure compliance with firm policies while growing your knowledge of investments and client service best practices.

Qualifikationen

• 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.
• Bachelor’s degree preferred.
• Industry designations such as AAMS or CFP® are a plus.

Aufgaben

• 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.
• Apply problem-solving and conflict management skills to assess risk and deliver service recovery while focusing on client retention.
• Escalate matters to Compliance when necessary while maintaining ownership of the client experience.
• Ensure adherence to departmental SOPs and firm policies.
• Complete required firm training, licensing, and continuing education.
• Maintain understanding of investment products, account types, and features, including risks, pricing, and suitability.
• Stay informed on market events and communicate aligns with the firm’s investment philosophy.
• Foster strong partnerships with branch teams to enhance service.

Kenntnisse

Series 7

Series 66 (or 63/65)

Financial services experience

Strong communication skills

Ausbildung

Bachelor's degree

Jobbeschreibung

Edward Jones is hiring a Client Relations Financial Representative to provide timely advice and support to clients when their Financial Advisor is unavailable, especially for urgent account issues.

You will work with branch teams to maintain relationships, handle sensitive matters, and ensure compliance with firm policies while growing your knowledge of investments and client service best practices.