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

66240BR

Position Type

Home Office

Position Schedule

Full-Time

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)

Remote

Awards and Accolades

• 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.

Search Headquarters Positions by Area of Interest

Client Services & Operations

Position Requirements

Qualifications Required in the Job:

Education/Certification

• 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.

Skills/Abilities

• 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.

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: