Client Relations Specialist - Financial Services

Edward Jones; Tempe (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

401k retirement plan and related perks

Job summary

Edward Jones in Tempe, AZ is seeking a Client Relations Financial Representative (CRFR) to provide advice, service, and support to clients when their Financial Advisor is unavailable. You will partner with branch teams to sustain client relationships while aligning with regulatory requirements.

You will complete required training, stay informed on investment products, and communicate market events clearly in line with our investment philosophy.

Qualifications

• Active Series 7 and Series 66 (or Series 7 with Series 63 and 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, 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.

Skills

Verbal communication

Written communication

Solutions-based advice

Client service

Education

Bachelor’s degree

CFP designation

Job description

Edward Jones in Tempe, AZ is seeking a Client Relations Financial Representative (CRFR) to provide advice, service, and support to clients when their Financial Advisor is unavailable. You will partner with branch teams to sustain client relationships while aligning with regulatory requirements.

You will complete required training, stay informed on investment products, and communicate market events clearly in line with our investment philosophy.