Client Relationship Specialist

3 days ago

Kent, Washington, United States Edward D. Jones Full time

Company Overview

At Edward Jones, we believe in a human-centered approach to helping clients achieve their long-term financial goals. As a Branch Office Administrator (BOA), you will be part of a team that provides exceptional personalized service to our clients.

Salary and Benefits

The estimated salary for this role is $55,000 - $65,000 per year, depending on location and experience. As a full-time Associate, you can expect a comprehensive compensation package that includes medical, dental, vision, and prescription drug coverage, as well as short- and long-term disability, basic life, and basic AD&D coverage.

Job Description

We are seeking a Client Relationship Specialist to join our team. In this role, you will work independently but have the support of a large network of colleagues and resources. Your primary responsibilities will include:

  • Delivering exceptional personalized service to ensure clients feel understood and informed
  • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listening for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events

Required Skills and Qualifications

To succeed in this role, you should possess:

  • An ability to deepen and broaden client relationships
  • An ability to identify opportunities to create efficiency
  • A strong ability to work independently

Benefits

In addition to your salary and benefits, you can expect:

  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
  • An inclusive environment where everyone's different viewpoints are valued and help to achieve results
  • A rewards program that promotes a long-term career, financial security, and the well-being of you and your family

Others

As a Client Relationship Specialist at Edward Jones, you will have the opportunity to make a meaningful impact on our clients' lives while also growing your own career. If you are passionate about delivering exceptional service and building strong relationships, we encourage you to apply.

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