Position Details
About this role
Non-Reg On-Caller provides client service and account support within Edward Jones; handles inquiries, maintains client records, and supports branch marketing and events.
Key Responsibilities
- Provide client service via inbound/outbound calls, email and in-person interactions
- Respond to inquiries, resolve issues
- Develop and maintain client records
- Support marketing initiatives
- Prepare materials for client meetings
Technical Overview
Technology focus includes MoneyGuide, Salesforce, and Microsoft Office; requires strong communication and documentation skills to operate within compliant processes.
Ideal Candidate
The ideal candidate is a non-reg on-caller with strong client service and account management skills, proficient with MoneyGuide, Salesforce, and Microsoft Office, able to support branch operations onsite in Bethesda.
Must-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Industry & Role
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