Financial Services Representative
4 days ago
We are seeking a highly skilled and experienced Financial Services Representative to join our team at Edward Jones. As a key member of our organization, you will be responsible for providing exceptional client service and tailored solutions to meet the needs of our clients.
Key Responsibilities- Act as the primary point of contact for our smaller clients, including SEP/Simple IRA participants, while preserving the client connection to the local branch team.
- Work daily to re-engage clients with our firm and to serve clients who are already engaged.
- Provide excellent client service and tailored client solutions to meet the clients' needs.
- Provide initial contact and ongoing guidance and service to the clients.
- Research and resolve any service issues or unfinished tasks.
- Work in partnership with the Client Service Administrator (CSA) to ensure a high level of customer service.
- Keep the department apprised of any Compliance/Field Supervision concerns.
- Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
- Insurance license may be required in the future (life, health and variable annuity).
- Experience as an Edward Jones Financial Advisor highly preferred.
- Bachelor's degree in a business-related field is preferred.
- Ability to understand information about various securities as well as functions of the business is critical.
- Must be able to understand and communicate research opinions and information on companies and investments; discuss current market conditions, industry trends and financial topics in the headlines.
- Extensive flexibility, reliability and sound decision making skills.
- Proven communication and organizational skills.
- Exceptional telephone and customer-service skills.
- Strong computer skills with the ability to learn and apply technical information.
- Candidates bilingual in Spanish is a plus.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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