Client Relationship Specialist

3 days ago


Oxford, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Registered Branch Associate. As a key member of our client team, you will work closely with our financial advisors to provide exceptional service to our clients.

Key Responsibilities
  • Deepen relationships with existing clients and gather information to open new accounts
  • Research portfolio performance and make recommendations to financial advisors and clients
  • Execute buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones stock recommendations and withdrawals
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies
Requirements
  • High School Diploma/Equivalent required; Bachelor's degree preferred
  • 3-5 years of relevant experience in securities/financial services industry preferred
  • Series 7 and Series 66 required; 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
About Us

At Edward Jones, we are committed to providing our clients with exceptional service and support. We believe in a human-centered approach and partner for positive impact to improve the lives of our clients, colleagues, and communities. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

We are an equal opportunity employer and do 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.



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