Client Relationship Manager

1 week ago


Manitowoc, Wisconsin, United States Edward Jones Full time
Financial Services Opportunity

We are seeking a skilled Client Relationship Manager to join our team. As a key member of our Branch Office Support team, you will play a critical role in building and maintaining strong relationships with our clients.

About the Role

The Client Relationship Manager is responsible for providing exceptional personalized service to ensure clients feel understood and informed. This includes taking an active role in the annual business planning process to assist in developing strategies for the upcoming year and actively listening for situations in the clients' lives that may indicate a need for additional services.

Responsibilities 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

Key Skills and Qualifications

To be successful in this role, you should have the ability to deepen and broaden client relationships, identify opportunities to create efficiency, work independently, manage multiple priorities in a deadline-driven environment, and be proficient in current and new office technology. Additionally, you should be willing to learn how financial services/markets work and be able to effectively communicate with clients and colleagues.

What We Offer

In addition to a competitive salary, we offer a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. You'll also have access to a 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick time, personal days, and a paid day for volunteerism. And, as a valued member of our team, you may be eligible for bonuses and profit sharing.

Compensation Package

The estimated compensation package for this role is between $40,000 to $45,000 per year, depending on location. We believe in a human-centered approach to partnership, focusing on improving the lives of our clients, colleagues, and communities.

About Us

At Edward Jones, we value our associates' contributions and recognize individual efforts through a rewards program promoting long-term careers, financial security, and well-being. Our inclusive environment encourages continuous improvement and professional development, reflecting respect for individuals and their unique contributions.

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