Client Solutions Specialist - Edward Jones Connection
Company: Edward Jones
Location: Saint Louis
Posted on: May 28, 2023
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Job Description:
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.
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: $48926
Hiring Maximum: $80678
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
Awards & Accolades
100 Best Workplaces for Millennials in 2022, published Fortune July
2022, Great Places to Work - data as of March 2022. Compensation
provided for using, not obtaining, the rating.
Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.
2022 Fortune Best Workplaces for Women, published September 2022,
research by Great Places to Work -, data as of August 2021.
Compensation provided for using, not obtaining, the rating.
Edward Jones has been named to the 2022 Best Workplaces for Women
list by Great Places to Work - and Fortune - magazine, ranking No.
45.
2022 Fortune's 100 Best Companies to Work For, published April
2022, research by Great Place to Work -, data as of August 2021.
Compensation provided for using, not obtaining, the rating.
For the 23rd time, Edward Jones has earned a spot on the Fortune
100 Best Companies to Work For - ranking by Great Places to Work -
and Fortune - magazine. Edward Jones ranked No. 35 on the
prestigious 2022 list.
2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work -
in partnership with Human Rights Campaign Foundation, published
Equity Magazine January 2022, data as of July 2021. Compensation
provided for using, not obtaining, the rating.
Edward Jones scored 100 percent on the Human Rights Campaign
Foundation's 2022 Corporate Equality Index (CEI) the nation's
foremost benchmarking survey and report measuring corporate
policies and practices related to LGBTQ+ workplace equality. The
ranking designated Jones as one of the best places to work for
LGBTQ+Equality.
About Us
At Edward Jones, we help clients achieve their serious, long-term
financial goals by understanding their needs and implementing
tailored solutions. To ensure a personal client experience, we have
located our 15,000+ branch offices where our more than 7 million
clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.
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.
Keywords: Edward Jones, St. Louis , Client Solutions Specialist - Edward Jones Connection, Other , Saint Louis, Missouri
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