Client Relations. Financial Representative, Service at Edward Jones

Posted in Finance 27 days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Tempe, Arizona





Job Description:

At Edward Jones, we help clients achieve their serious, long-term goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we've located our 12,000+ branch offices in the neighborhoods where our nearly 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with them. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Do you have a strong interest in the stock market and the investment products that Edward Jones provides? Do you enjoy speaking to clients about investments and financial needs? If so, a challenging new career may be waiting for you in Client Relations/Order Services.
Key Responsibilities:


 

 


  • Service clients needing financial advice in the absence of the financial advisor. Includes review of each order request for accuracy and suitability, discussing the trade with the client, addressing client concerns/providing information about investments, placing client orders, and reinforcing branch/client relationship

  • Answer incoming calls from Edward Jones branches and provide information/training on Order Service policies/procedures

  • Work with callers who contact our Client Relations department to assist with providing solutions to their questions. These inquiries could be related to account specific information, but could also cover a variety of other topics. 

Series 7 and Series 66 is required

 

  • Minimum of 1-3 years previous experience in securities industry preferred

  • Excellent client service, verbal and written communication skills

  • Strong workflow management skills

  • Ability to apply sound judgment in decision making

  • Knowledge of firm guidelines concerning NASD/State securities registration, trading practices, investment suitability and proper disclosure of product information

  • Ability to understand and communicate research opinions and information on companies/investment product

  • Good understanding of economics, interest rates, and the stock market

  • Ability to function in a fast-paced environment without sacrificing quality

  • Strong computer skills required, including effective use of Microsoft Office applications and Internet Explorer

  • Bachelor's degree or equivalent work experience is preferred