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API Solutions Architect

Edward Jones·York, Pennsylvania, US

Posted 2928w ago

Full-Time
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About the Role

About the position At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Responsibilities • Serve as the first point of contact for clients via phone and in-person. • Collaborate with financial advisors to support client needs. • Build and maintain strong relationships with clients. • Anticipate client needs and identify potential issues before they arise. Requirements • Strong relationship-building skills. • Problem-solving abilities. • Critical thinking skills.

What you'll do

  • You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door
  • You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away
  • You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals
  • Serve as the first point of contact for clients via phone and in-person
  • Collaborate with financial advisors to support client needs
  • Build and maintain strong relationships with clients
  • Anticipate client needs and identify potential issues before they arise

Requirements

  • Strong relationship-building skills
  • Problem-solving abilities
  • Critical thinking skills
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