Client/Customer Support Rep

As a Client Solution Specialist in the new home office client service area, you will provide timely answers, guidance, and support to clients and branch teams to enable an ideal client experience. Extended hours are from 7:30 am-5:30 pm CST with core hours Monday‑Friday 8:00 am-5:00 pm local time. Louis, MO offices are expected to work on‑site three days per week, preferably Tuesday‑Thursday.

Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm. Maintains performance standards and expectations while contributing to department initiatives.

Completes necessary training and keeps up‑to‑date on changes in processes or information necessary to do the job.

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.

Minimum of 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education.

Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, Money guide, Excel is a plus.

Bachelor’s degree is preferred.

Series 7 and 66 preferred with in depth product knowledge and an understanding of industry regulations, as well as the ability to discuss financial matters competently and articulately.

Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Edward Jones offers a comprehensive benefits package, including medical, prescription drug, dental, vision, short‑ and long‑term disability, basic life and AD&D coverage at no cost to associates, a 401(k) retirement plan, health savings and flexible spending accounts, and paid vacation and holidays. Associates may also be eligible for bonuses, profit sharing, and an Employee Assistance Program. 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.

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