Senior Client Relationship Specialist

5 days ago


Edgewater, Florida, United States Edward Jones Full time

Discover a fulfilling career with Edward Jones, where your contributions are valued and appreciated. We are seeking a Senior Client Relationship Specialist to join our team.

About the Role

As a Senior Client Relationship Specialist, you will play a vital role in deepening and broadening client relationships, identifying opportunities to create efficiency, and working independently to manage multiple priorities in a deadline-driven environment. You will also be responsible for proficiently using current and new office technology, willingness to learn how financial services/markets work, and actively listen for situations in clients' lives that may indicate a need for additional services.

Key Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events
Benefits and Compensation

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