Clnt Rel. Financial Rep, SRV - Edward Jones : Job Details

You could say we're at the center of the center.Here at Edward Jones the client is our single focus and our relationships with them are the measure of everything we do. And Service and Operations divisions are at the center of it all. We support our clients, branch teams and headquarter associates in providing the best possible experience. Advocate for our more than 7 million clients through regulation communication, fraud protection and managing their investment distributions. Protect their investments by mitigating risk. And innovate new ways of working. Using insights to create solutions for the future - in the here and now.Job OverviewPosition Schedule:Full-TimeThe 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's regulatory requirements and 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;

Understand the client's financial situation and needs

Effectively evaluate appropriate solutions utilizing the policies, tools, resources and guidance provided by the firm

Professionally presenting solutions based advice/recommendation to the client

Aligning and partnering with the branch team to support the client.

Ensuring department standard operating procedures have been followed appropriately

To fulfil the requirements for the role the associate must;

Completing all required division and firm training, CE requirements, and keeping current with compliance and product alerts. They must maintain a thorough 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.

Maintaining a thorough understanding of current market events along with the ability to align communications with the Firm's philosophies regarding those events..

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit ourbenefits page.Hiring Minimum:$59886Hiring Maximum:$98752Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at:dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsQualifications Required in the Job:Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.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.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at:dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Skills/RequirementsAwards&AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades:Insights&Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades:Insights&Information Blog Postings about Edward JonesRead More About Awards&AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.View ourPurpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.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.#LI-HO