Client Service Representative

7 days ago


Dodge Center, Minnesota, United States Edward Jones Full time
About the Role

We are seeking a skilled Client Service Representative to join our team. As a key member of our client-facing team, you will play a vital role in delivering exceptional service to our clients.

Key Responsibilities
  • Deepen relationships with existing clients by providing personalized support and guidance
  • Gather information and collect suitability information to open new accounts
  • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
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
Benefits

As a salaried professional, you can expect a competitive salary and benefits package, including:

  • A culture of continuous improvement and professional development
  • Full-time Associates receive the following benefits:
  • Medical and prescription drug coverage
  • Dental and vision coverage
  • Voluntary benefits (such as accident, hospital indemnity, and critical illness)
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • A 401k retirement plan
  • Tax-advantaged accounts: health savings account, and flexible spending account
  • 10 paid holidays per year
  • 15 days of vacation for new associates beginning on January 1 of each year
  • Sick time, personal days, and a paid day for volunteerism
Location

This position is based in Dodge City, Kansas, where you will have the opportunity to work with a dynamic team and serve our clients in the community.

Compensation

The estimated salary for this role is $60,000 - $80,000 per year, depending on experience.



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