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