Client Support Specialist

New Today

Are you a natural at building relationships, solving problems, and thinking critically? If so, we want you to join our team! At Edward Jones, our field associates are known as branch teams. Most teams consist of two to three members, making the Client Support Specialist a crucial part of that team alongside the financial advisor. You'll be the welcoming voice that clients hear when they call and the friendly face they see when they visit us. While you will have a variety of responsibilities, your top priority is to understand clients deeply, allowing you to identify and address their needs proactively. Together with your financial advisor, you will contribute significantly to helping clients reach their most important financial aspirations. Job Overview Position Schedule: Full-Time Branch Address: 507 N Nokomis St Ste 204, Alexandria, MN This job posting will remain open for 30 days, starting from 31-Jul-2025, and may close earlier based on applicant volume. Looking for a rewarding career? The Client Support Specialist role could be the perfect opportunity for you. In collaboration with financial advisors, you will help clients realize their long-term financial objectives. Your primary focus will be to provide essential administrative and operational support to the financial advisor or team of advisors. We take pride in serving over nine million clients and value the unique experiences our Client Support Specialists bring to the team. Role Summary: As a Client Support Specialist, you will play an integral role in providing outstanding support to our clients, managing accounts, facilitating communication, and ensuring a positive client experience. This is an excellent opportunity for your professional growth in a vibrant and supportive setting. What We Offer: Comprehensive 6-month training with mentorship from an experienced peer A strong support network extending from your branch to the home office Independence in your role, backed by a large team ready to assist Can you envision yourself... Delivering exceptional, personalized service to help clients feel valued and informed Actively participating in annual business planning to shape strategies for the future Listening carefully for signals in clients' lives that may indicate a need for additional services Driving marketing efforts through effective event planning and execution What to Expect: A culture of continuous improvement and professional development, valuing your unique contributions An inclusive environment where diverse viewpoints are appreciated and lead to better outcomes Recognition for individual efforts through a rewarding program that promotes career growth and financial security Comprehensive benefits for full-time Associates, including health, dental, and vision coverage, retirement plans, paid holidays, vacation days, and more Your Compensation: Edward Jones prioritizes a human-centered approach to foster positive impacts in the lives of clients, colleagues, and the community As a private firm, we share our success with associates through discretionary compensation programs, including bonuses based on performance The starting salary range is competitive and reflects your potential growth in the role Minimum Salary: $21.38 Maximum Salary: $22.71 Skills Needed: Analytical Thinking Attention to Detail Adaptability Strong Communication Skills Proficiency in Digital Tools Team Collaboration Role Requirements: Client Service: Provide outstanding service through various communication channels. Build strong relationships with clients and internal teams. Account Management: Develop a solid understanding of the financial services industry, assist with accounts, process transactions, and maintain accurate records. Administrative & Operational Support: Efficiently manage administrative tasks, including scheduling, preparing materials, and optimizing business processes. Technology: Display strong computer skills and a willingness to learn and adapt to new software and tools. About Us: Join a financial services firm where your contributions are recognized. Edward Jones, a Fortune 500 company, prioritizes people, with over nine million clients and 20,000 financial advisors in the U.S. and Canada. Our mission is to create positive impacts through our services, aiming to enhance the lives of our clients and strengthen our communities. We are dedicated to fostering an innovative, flexible, and inclusive workplace. Edward Jones is an equal opportunity employer, committed to diversity and inclusion across all facets of our workforce.
Location:
Alexandria, MN, United States
Job Type:
FullTime
Category:
Office And Administrative Support Occupations

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