Job details
Job type full-time
Full job description
At edward jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutionsTo ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.
A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team`s ability to build deep relationships with clientsHeadquarters associates in stLouis and tempe provide support and expertise to help u.sAnd canada branch teams deliver an ideal client experienceEdward jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investorsJoin 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 caringWe offer a great working environment for those seeking a professional opportunity as a client transition specialistIn 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 7am-7pm cstYour specific schedule will take into account your location`s time zone and may vary based on the needs of the departmentCore 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 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.
The ideal candidate must be comfortable serving as a phone service representative and spending a great deal of time answering and placing phone callsIf 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 firmAssociate 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) is required to apply
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 criticalMust 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
Motivated, energetic and results driven
Thrives in a fast-paced environment that is constantly evolving, able to quickly learn and apply new information
Passion for helping others get to a fast and easy resolution
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
For the 19th year, edward jones was named one of the “100 best companies to work for®” by fortune magazine in its annual listingThe firm ranked no5 overallThese 19 fortune rankings include top 10 finishes for 15 years, top 5 rankings for eight years and consecutive no1 rankings in 2002 and 2003.
From fortune magazine, february 15, 2018 © 2018 time incUsed under licenseFortune and time incAre not affiliated with and do not endorse products or services of edward jonesEdward 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 lawAt 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-beingVisit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharingThe 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.
