Client Solutions Specialist - Edward Jones Connection

You could say we're at the center of the center.

Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now. **

Job Overview**

Position Schedule: Full-Time

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.

Benefits

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Hiring Minimum: $52080

Hiring Maximum: $85880 **

Skills/Requirements**

• The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes work with clients, Branch Teams, products or service.
• Series 7 AND Series 66 (OR combination of both Series 63 and 65) required
• Strong service background with 3-5 years of securities industry experience required
• A bachelor's degree is strongly preferred but not required
• Additional licenses may be required (i.e., Insurance or securities licensing in all states)
• Excellent verbal and written communication skills with proven problem-solving and analytical skills
• Ability to understand information about various securities as well as functions of the business is critical. Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines.
• Strong organizational and time management skills
• Must be able to multi-task and follow-up appropriately to take issues to resolution
• Thrives in a fast-paced environment that is constantly evolving, able to quickly learn and apply new information
• Adapts to change, flexible, and comfortable taking on new things and learning new work
• Strong computer skills with the ability to learn and apply technical information
• Candidates bilingual in Spanish is a plus
• 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

Awards & Accolades

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 **

About Us**

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.

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

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.