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Client Solutions Specialist - Edward Jones Connection

Company: Edward Jones
Location: Tacoma
Posted on: May 22, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.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. Responsibilities:

  • 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.
    • The ideal candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes work with clients, Branch Teams, products or service.
    • Series 7 AND Series 66 (OR combination of both Series 63 and 65) required
    • Strong service background with 3-5 years of securities industry experience required
    • A bachelor's degree is strongly preferred but not required
    • Additional licenses may be required (i.e., Insurance or securities licensing in all states)
    • Excellent verbal and written communication skills with proven problem-solving and analytical skills
    • 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.
    • Strong organizational and time management skills
    • Must be able to multi-task and follow-up appropriately to take issues to resolution
    • Thrives in a fast-paced environment that is constantly evolving, able to quickly learn and apply new information
    • Adapts to change, flexible, and comfortable taking on new things and learning new work
    • Strong computer skills with the ability to learn and apply technical information
    • Candidates bilingual in Spanish is a plus
      • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
        • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
        • 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
          • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.
          • 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
            • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
            • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
              • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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.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. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:

Keywords: Edward Jones, Tacoma , Client Solutions Specialist - Edward Jones Connection, Other , Tacoma, Washington

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