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Financial Advisor Client Support Specialist. Job in Tempe Gr8Jobs
Job Description
Edward Jones is seeking a Tailored Licensed Support Financial Advisor to help deliver thoughtful, responsive support to clients and financial advisors. In this role, you will assist with investment account administration, process transactions, maintain accurate client records, and support financial planning conversations. You will help clients navigate account services while protecting confidential information and following applicable regulations. Ideal candidates bring strong customer service, attention to detail, and an interest in investments and wealth management. Edward Jones offers a collaborative, client-first culture, comprehensive training, support for professional licensing, competitive compensation, and opportunities for career growth. Responsibilities Provide responsive service to clients and support financial advisors with day-to-day requests. Assist with investment account opening, maintenance, and documentation. Process and track transactions while ensuring accuracy and timely completion. Support financial planning and investment-related client conversations. Maintain confidential client records and follow applicable compliance procedures. Coordinate with colleagues to resolve account and service issues. Required Skills Financial account administration Investment operations support Client service and relationship management Financial product knowledge Securities industry regulations Trade processing and transaction support Account opening and maintenance Financial planning support CRM and financial software proficiency Data accuracy and documentation
