Client Solutions Specialist - Connection

This job posting is anticipated to remain open for 30 days, from 03-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

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Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Join our team at Edward Jones and you'll be joining other associates who have a passion for serving our clients and Branch Teams by understanding their needs, tailoring the solution to meet the most effective outcome for the client, and demonstrate a spirit of caring. We offer a great working environment for those seeking a professional opportunity as a Client Solution Specialist.

In this role within the new home office client service area, associates strive to provide timely answers, guidance, and support of our clients and branch teams to enable an ideal client experience.

We offer extended hours to serve clients from 7:30 am-5:30 pm CST. Your specific schedule will take into account your location's time zone and may vary based on the needs of the department. Core hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally.

The ideal candidate must be comfortable serving as a phone service representative and spending a great deal of time answering and placing phone calls. If you have financial solutions and strong client service experience, enjoy working in a fast-paced environment and are ready for a rewarding career in the financial industry, this may be a great opportunity for you.

• 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…