Senior Financial Relationship Manager

3 weeks ago


St Louis, Missouri, United States Edward Jones Full time
Job Overview

The Client Relations Financial Representative is a critical role in supporting the firm's unique business model. As a Senior Financial Relationship Manager, you will be responsible for serving as the first point of contact for clients when their Financial Advisor is unavailable.

You will play a significant role in providing advice, service, and support to clients, ensuring a consistent experience by delivering tailored solutions and exceptional service while fulfilling regulatory requirements.

This role requires complex problem-solving skills, strong conflict management abilities, and the ability to analyze risks while successfully resolving client situations with world-class service.

Key Responsibilities:
  • Understand client financial situations and needs
  • Evaluate appropriate solutions utilizing firm policies, tools, resources, and guidance
  • Present solutions based on advice and recommendations to clients
  • Align and partner with branch teams to support clients

To succeed in this role, you must have excellent verbal and written communication skills, as well as the ability to understand and communicate rationale for solutions-based advice.

A bachelor's degree is preferred, and you should have at least 3 years of industry experience, including 1 year of registered experience. Prior experience in a Financial Advisor position is strongly preferred.



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