Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
The Client Relations Financial Representative will provide support to branch teams by answering incoming calls on various trade and market related questions related to equities, mutual funds and bonds. They will work in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm.
Associate will not provide recommendations on the suitability of investments as it pertains to clients.
They will service clients who require trade assistance in the absence of the Financial Advisor. Including review of each order request for accuracy, discussing trade details and costs with the client while ensuring we are following firm compliance and industry rules.
They will service clients by answering incoming telephone calls and written correspondence directly from clients on a variety of topics including: client statements, account activity, trade confirmations, complaints and general firm/industry information. All issues will be reviewed and responded to accordingly. Associate will report potential fraudulent situations to leaders in an effort to reduce risk to the firm.
Shift Time: 7AM - 4 PM CST
- Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) must be complete and up to date for licensing
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1 - 3 years of experience in securities industry
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Excellent verbal and written communication skills
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Must be able to respond and adapt to callers and peers with appropriate tone, organized thoughts and confidence
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Ability to respond to written correspondence in a clear and pleasant manner using correct grammar, spelling and format
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Organization skills and time management
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Must be able to multi-task and follow up appropriately to resolve issues
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Must be able to work in a fast paced, team oriented environment
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Good overall knowledge of equity, mutual fund and fixed income trades
Candidates applying to Canadian jobs must be legally entitled to work in Canada
At 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 Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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 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.
