Client Service Representative
2 months ago
About the Role
We're seeking a skilled communicator and problem solver to join our team as a Client Advocate. If you're passionate about making a positive impact in the lives of our clients and colleagues, we'd love to hear from you.
Job Overview
As a Client Advocate, you'll work closely with our financial advisors to provide exceptional service to our clients. Your responsibilities will include:
- Deepening relationships with existing clients and identifying opportunities to expand our services.
- Gathering information and collecting suitability information to open new accounts and provide tailored solutions.
- Researching portfolio performance, cost/fees, asset allocation, and making recommendations to financial advisors to optimize client portfolios.
- Executing financial advisor-solicited buy/sell orders and confirming with clients to ensure seamless transactions.
- Answering general client questions regarding Edward Jones stock recommendations and withdrawals, providing expert guidance and support.
- Actively business planning and working as a team to continuously evaluate and execute branch strategies, driving business growth and improvement.
Requirements
To be successful in this role, you'll need:
- A High School Diploma or Equivalent; a Bachelor's degree is preferred.
- 3-5 years of relevant experience in the securities/financial services industry, preferably with a focus on client service and relationship-building.
- Series 7 and Series 66 registrations; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
- FINRA registrations are required within three months; state insurance licenses are also required.
What We Offer
As a salaried professional, you can expect:
- A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits.
- Paid time off, including vacation, sick, holidays, and personal days.
- A culture of continuous improvement and professional development, with opportunities to grow and advance your career.
About Us
Edward Jones is a Fortune 500 company where people come first. We're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
We're 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, and we're committed to creating a workplace where everyone feels valued and supported.
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