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Client Support Specialist

2 months ago

Decatur Island WA, United States Edward Jones Full time

Position Overview:
As a Client Support Specialist, you will play a vital role in our client service team, collaborating closely with a financial advisor to enhance client experiences.

Key Responsibilities:
- Serve as a visible representative of the firm, working under the guidance of a financial advisor.
- Assist in managing existing client relationships and support the financial advisor in delivering exceptional service.
- Engage in ongoing training and mentorship to enhance your skills and knowledge in the financial services industry.

What We Offer:
- Comprehensive training programs, including mentoring and coaching.
- A supportive network that extends beyond your immediate team.
- Paid time off, including vacation, sick leave, and personal days.

Qualifications:
- A Bachelor's degree is preferred.
- Approximately 3-5 years of relevant experience in the financial services sector is advantageous.
- Ability to learn and apply legal and regulatory requirements related to financial solutions.

At Edward Jones, we are committed to fostering a culture of inclusion and belonging. We believe in the power of diverse perspectives to drive positive outcomes for our clients and communities.

We are an innovative organization that values the contributions of every associate, ensuring they feel seen, heard, and respected.