1+ months

PT Client Relations Financial Rep-24 hrs/wk (remote work elig)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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 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 clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward 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 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, youll 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, youll 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.

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.
****Current Series 7 and Series 66 licenses are required*****
* Spanish speaking ability is a plus
* Minimum of 1-3 years previous experience in securities industry preferred
* Excellent client service, verbal and written communication skills
* Strong workflow management skills
* Ability to apply sound judgment in decision making
* Knowledge of firm guidelines concerning NASD/State securities registration, trading practices, investment suitability and proper disclosure of product information
* Ability to understand and communicate research opinions and information on companies/investment product
* Good understanding of economics, interest rates, and the stock market
* Ability to function in a fast-paced environment without sacrificing quality
* Strong computer skills required, including effective use of Microsoft Office applications and Internet Explorer
* Bachelor's degree or equivalent work experience is preferred


* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 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.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.


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](https://careers.edwardjones.com/compensation-and-values/) 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:

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Posted: 2021-04-12 Expires: 2021-07-17
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PT Client Relations Financial Rep-24 hrs/wk (remote work elig)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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Physical Therapist
18th2019 - Physical Therapist
Overall Rating: 18/199
Median Salary: $86,850

Work Environment
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