Client Relationship Specialist

8 hours ago


Los Osos, California, United States Edward Jones Full time

At Edward Jones, we are committed to building a culture where everyone feels valued and respected. As a Client Relationship Specialist, you will play a vital role in helping us achieve this goal.

About Us

We are a Fortune 500 company with over 19,000 financial advisors across the U.S. and Canada. Our private ownership structure allows us to focus on our clients rather than shareholder returns.

Our purpose is to partner for positive impact and improve the lives of our clients, colleagues, and communities. We believe that people are at the center of our partnership, and we strive to create an inclusive environment where everyone feels seen, heard, and supported.

Company Overview

We are a financial services firm that prides ourselves on delivering personalized service to our clients. Our team of experienced financial advisors works closely with clients to understand their unique financial goals and develop tailored strategies to help them achieve success.

We have a long history of innovation and commitment to excellence, and we continue to attract top talent from across the industry.

Salary and Benefits

The estimated salary range for this position is $23.25 - $27.17 per hour, based on industry standards and location.

In addition to a competitive salary, we offer a comprehensive benefits package that includes medical, dental, vision, and 401(k) plans. We also provide opportunities for professional development and career advancement.

Job Description

As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with clients. This will involve working closely with our financial advisors to understand client needs and preferences, and developing strategies to deliver exceptional service.

You will also be responsible for managing multiple priorities in a fast-paced environment, while maintaining a high level of professionalism and attention to detail.

Required Skills and Qualifications

  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proven problem-solving and analytical skills
  • Experience with office technology and software applications

Benefits

We offer a comprehensive benefits package that includes:

  • Medical, dental, and vision plans
  • 401(k) plan with employer match
  • Flexible paid time off policy
  • Professional development and career advancement opportunities


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