Client Relations Financial Representative (St. Louis, MO)

| St. Louis, MO
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
The Client Relations Financial Representative (CRFR) is responsible for serving in the capacity of the FA to provide advice, service and support for our client's urgent financial and account related needs when their Financial Advisor is unavailable. CRFRs play a significant role in supporting the firm's unique business model. Our purpose is to provide a consistent experience by delivering tailored solutions and exceptional service to our clients, while fulfilling the firm'sregulatory requirementsand ensuring the FA continues to serve as the primary Financial Advisor. We do this by aligning to and complimenting the relationship, service, and advice provided by the client's branch team.

CRFRs are also responsible for supporting clients who are involved in potential legal, compliance, fraud or account dispute issues.The circumstances of these situations can be highly emotionally charged and can create a challenging working environment. Complex problem solving and strong conflict management skills are necessary for the CRFR to analyze risks while successfully resolving client situations with world class service. While some situations may need to be escalated to Compliance for further investigation, the CRFR's goal is to act in a service recovery role to retain clients for the firm.

CRFRs fulfill this role by;
  1. Understand the client's financial situation and needs
  2. Effectively evaluate appropriate solutions utilizing the policies, tools, resources and guidance provided by the firm
  3. Professionally presentingsolutions basedadvice/recommendation to the client
  4. Aligning and partnering with the branch team to support the client.
  5. Ensuring department standard operating procedures have been followed appropriately

To fulfil the requirements for the role the associate must;
  1. Completing all required division and firm training, CE requirements, and keeping current with compliance and product alerts. They must maintain athorough understanding of all investment, account and account feature solutions in order to explain the risks, product features, pricing and to determine overall what is in the client's best interest.
  2. Maintaining a thorough understanding of current market events along with the ability to align communications with the Firm's philosophies regarding those events
  3. Collaborating with the branch team to ensure an effective partnership exists CRFRs help to enhance the branch team's understanding of the client's needs by sharing valuable insights gained from conversations.

Req ID

Position Type
Home Office

Position Schedule

EEO Statement
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.

Posting Location
Missouri, St. Louis, Arizona, Tempe

Company 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.

Flexible Work Option(s) (Select all that apply)

Awards and Accolades
  • 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
  • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
    • From The Human Rights Campaign. All Rights Reserved
  • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
  • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms " in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
    • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.

Search Headquarters Positions by Area of Interest
Client Services & Operations

Position Requirements
Qualifications Required in the Job:

  • Bachelor's degree is preferred.
  • Series 7 and 66 (or a combination of the 63 and 65) are required at time of application;Combined with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.
  • Industry accreditations such as AAMS and CFP are preferred
  • Working knowledge of all Jones systems and tools preferred (Joneslink, Financial Foundations, Portfolio, Advisory Solutions, Relationship Manager and 5 Star Relationship).
Years of Relevant Experience
  • 3+ years of industry experience with at least 1 year registered experience required.
  • Prior experience in a Financial Advisor position is strongly preferred.
  • Ability to evaluate compliance and regulatory risk based on client situations
  • 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.
  • Skilled in conflict resolution as they are the intitial contact for complaint situations or when the branch/client relationship is no longer amicable.
  • Ability to perform in a fast-paced environment without sacrificing quality.

Colorado Salary Information
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. Visitourcareersite 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:
More Information on Edward Jones
Edward Jones operates in the Fintech industry. The company is located in St. Louis, MO and Tempe, AZ. Edward Jones was founded in 1992. It has 36340 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 160 open jobs at Edward Jones, click here.
Read Full Job Description
Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Similar Jobs

Apply Now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Edward Jones's full profileFind similar jobs