Client Relationship Expert

4 weeks ago


Zachary, Louisiana, United States Edward Jones Full time
About the Role

As a Client Relationship Expert at Edward Jones, you will play a crucial part in deepening and broadening client relationships. This is a fulfilling career opportunity for individuals who excel at building strong connections with clients and identifying opportunities to create efficiency.

Salary and Benefits

The estimated annual salary for this position ranges from $40,000 to $50,000 depending on location and experience. As a full-time associate, you can expect comprehensive benefits including medical and prescription drug coverage, dental and vision insurance, short- and long-term disability, basic life insurance, and basic AD&D coverage. You will also be eligible for our 401(k) retirement plan, health savings account, flexible spending account, paid holidays, vacation time, sick leave, personal days, and volunteerism. Associates may be eligible for bonuses and profit sharing.

Job Responsibilities

Your primary responsibilities as a Client Relationship Expert will include delivering exceptional personalized service to ensure clients feel understood and informed. You will actively participate in the annual business planning process to assist in developing strategies for the upcoming year. Additionally, you will take an active role in identifying opportunities to create efficiency and drive marketing activities such as planning and executing events. You will also work closely with financial advisors to help clients achieve their most cherished financial goals.

Requirements and Qualifications

To succeed as a Client Relationship Expert, you should possess excellent communication and interpersonal skills. You should be able to manage multiple priorities in a deadline-driven environment and have a strong ability to work independently. Proficiency in current and new office technology is essential, as well as a willingness to learn how financial services and markets work. We value diverse viewpoints and experiences, and we are committed to creating an inclusive environment where everyone feels valued and respected.

About Us

Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security, and the well-being of you and your family.

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