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.
The Service division directly supports branch teams and clients, addressing all issues and inquiries with accuracy and timeliness to deliver Service Excellence. With a thorough understanding of daily branch operations, your valuable insights will shape how we do business. In this fast-paced, service-oriented environment, you’ll leverage your critical thinking and effective communication skills to find solutions to inquiries, whether the request comes from a branch associate or client. By continually assessing and aligning our support, you’ll help us to better serve the needs of branch teams and the people they serve. Deliver exceptional service to clients and branch teams in both the Branch Team Support business area and Tailored Support business area on the Service division.
Do you have a strong interest in the stock market and the investment products that Edward Jones provides? Do you enjoy speaking to clients about investments and financial needs? If so, a challenging new career may be waiting for you in Client Relations/Order Services.
This role will require 20-24 hours of work per week
Key Responsibilities:
Service clients needing financial advice in the absence of the financial advisor. Includes review of each order request for accuracy and suitability, discussing the trade with the client, addressing client concerns/providing information about investments, placing client orders, and reinforcing branch/client relationship
Answer incoming calls from Edward Jones branches and provide information/training on Order Service policies/procedures
Work with callers who contact our Client Relations department to assist with providing solutions to their questions. These inquiries could be related to account specific information, but could also cover a variety of other topics.
Education/Certification
Years of Relevant Experience
Skills/Abilities
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. Visit our career site 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:
Salary: $48926 – $80678
Category: Headquarters
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