Client Solutions Specialist - Edward Jones Connection

Edward Jones; Tempe (AZ); On-site; USD 45,000 - 65,000; Full time

Job summary

Edward Jones in Tempe, AZ seeks a Client Solution Specialist to serve clients and branch teams by understanding needs, tailoring financial solutions, and delivering a high level of service.

This role focuses on phone-based support, responding to inquiries, and guiding investments while adhering to regulatory guidelines. Core hours are 8:00 am–5:00 pm local time, with extended hours as needed.

Qualifications

• 3+ years in financial services or related products.
• Strong verbal and written communication.
• Proficient with Salesforce, MoneyGuide, Excel.
• Bachelor's degree preferred.
• Series 7 and 66 preferred.

Responsibilities

• Provide investment-related solutions, guidance and recommendations in response to incoming calls and written correspondence.
• Determine and recommend investments meeting client objectives and to prevent firm losses and client issues.
• Answer non-routine inquiries from branches, clients or third parties using multiple information sources.
• Maintain performance standards and contribute to department initiatives.
• Complete necessary training and stay up-to-date on changes in processes.
• Identify opportunities and issues to ensure continuous improvement.
• Collaborate with team members to achieve appropriate resolutions.

Skills

Communication

Customer service

Phone support

Financial services

Education

Bachelor's degree preferred

Tools

Salesforce

MoneyGuid​e

Excel

Job description

Client Solution Specialist

Join our team at Edward Jones and you'll be joining other associates who have a passion for serving our clients and Branch Teams by understanding their needs, tailoring the solution to meet the most effective outcome for the client, and demonstrate a spirit of caring. We offer a great working environment for those seeking a professional opportunity as a Client Solution Specialist. In this role within the new home office client service area, associates strive to provide timely answers, guidance, and support of our clients and branch teams to enable an ideal client experience.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

The ideal candidate must be comfortable serving as a phone service representative and spending a great deal of time answering and placing phone calls. If you have financial solutions and strong client service experience, enjoy working in a fast‑paced environment and are ready for a rewarding career in the financial industry, this may be a great opportunity for you.

Responsibilities

• Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm. Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients.


• In alignment with Edward Jones philosophies, determine and recommend appropriate investments which meet the client's objectives and to prevent the Firm from monetary losses, arbitrations and client relations issues.


• Answers non‑routine incoming calls and/or written correspondence from branches, clients or third parties utilizing multiple information sources to respond.


• Maintains performance standards and expectations while contributing to department initiatives.


• Completes necessary training and keeps up‑to‑date on changes in processes or information necessary to do the job.


• Identifies opportunities and issues to ensure continuous improvement.


• Collaborates with other team members to achieve appropriate resolutions.

Requirements

• 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.


• Minimum of 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education.


• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, Money guide, Excel is a plus.


• Experience with understanding complex branch/client needs and autonomously seeking out innovative solutions.


• Bachelor's degree is preferred.


• Series 7 and 66 preferred with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.


• 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

Company Overview

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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.

¹ Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Culture & Recognition

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

Equal Opportunity

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.

Compensation & Benefits

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.