Client Relationship Strategist
2 weeks ago
We are seeking a Client Relationship Strategist to join our team. This is a full-time opportunity with an estimated salary of $65,000 - $80,000 per year, depending on location and experience.
About UsAt Edward Jones, we value people over profits. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we pride ourselves on being privately-owned, allowing us to focus on client needs rather than shareholder returns.
Job DescriptionThe Client Relationship Strategist will play a critical role in deepening and broadening client relationships, identifying opportunities for efficiency, and managing multiple priorities in a deadline-driven environment. Key responsibilities include:
- Developing and executing strategies to enhance client relationships and improve client outcomes
- Collaborating with financial advisors to identify opportunities for growth and improvement
- Managing multiple priorities and deadlines to ensure seamless delivery of services
- Staying up-to-date with industry trends and developments to inform strategic decision-making
We offer a comprehensive benefits package, including medical and prescription drug coverage, dental and vision coverage, short- and long-term disability coverage, basic life insurance, and a 401(k) retirement plan. Our associates also receive 15 days of paid vacation, sick time, personal days, and a paid day for volunteerism. Eligibility for bonuses and profit-sharing opportunities may also be available.
Skills and QualificationsTo be successful as a Client Relationship Strategist, you should possess:
- A strong ability to build and maintain client relationships
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work independently and collaboratively as part of a team
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