Client Solutions Specialist - Connection

Job Description

As a Client Solution Specialist in the new home office client service area, you will provide timely answers, guidance, and support to clients and branch teams to enable an ideal client experience. Extended hours are from 7:30 am–5:30 pm CST with core hours Monday‑Friday 8:00 am–5:00 pm local time. Associates located within a commutable distance to the Tempe, AZ or St. Louis, MO offices are expected to work on‑site three days per week, preferably Tuesday‑Thursday.

• Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm. Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients.
• In alignment with Edward Jones philosophies, determine and recommend appropriate investments which meet the client's objectives and to prevent the Firm from monetary losses, arbitrations and client relations issues.
• Answers non-routine incoming calls and/or written correspondence from branches, clients or third parties utilizing multiple information sources to respond.
• Maintains performance standards and expectations while contributing to department initiatives.
• Completes necessary training and keeps up‑to‑date on changes in processes or information necessary to do the job.
• Identifies opportunities and issues to ensure continuous improvement.
• Collaborates with other team members to achieve appropriate resolutions.

• Excellent verbal and written communication skills required due to the direct contact with Edward Jones’ clients. Must be able to understand and communicate rationale for solutions‑based advice, research opinions, fees, portfolio recommendations, account solutions, estate planning, tax implications, current/future market conditions, industry trends, and financial topics in the headlines.
• Minimum of 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education.
• Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, Money guide, Excel is a plus.
• Experience with understanding complex branch/client needs and autonomously seeking out innovative solutions.
• Bachelor’s degree is preferred.
• Series 7 and 66 preferred with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.
• Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Edward Jones offers a comprehensive benefits package, including medical, prescription drug, dental, vision, short‑ and long‑term disability, basic life and AD&D coverage at no cost to associates, a 401(k) retirement plan, health savings and flexible spending accounts, and paid vacation and holidays. Associates may also be eligible for bonuses, profit sharing, and an Employee Assistance Program. For more information, see the benefits page.

Edward Jones does 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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e).

A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30..