Client Relationship Specialist

6 days ago


Roselle, Illinois, United States Edward Jones Full time

We are seeking a highly motivated Client Relationship Specialist to join our team at Edward Jones. As a key member of our branch office, you will play a critical role in building and maintaining strong relationships with our clients.

Key Responsibilities:

  • Deliver 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 listen for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events

Requirements:

  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work

The estimated salary range for this position is $25.00 - $32.50 per hour. Benefits include medical and prescription drug coverage, dental, vision, short- and long-term disability, basic life, and basic AD&D coverage. Additionally, full-time associates receive a 401k retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick time, personal days, and a paid day for volunteerism.



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