Client Relationship Specialist
6 days ago
As a Client Relationship Specialist at Edward Jones, you will be part of a dynamic team that supports clients in achieving their long-term financial goals. This role requires strong communication skills and the ability to build trust with clients. You will work closely with Financial Advisors to provide exceptional service, identify client needs, and develop strategies to meet those needs.
Key Responsibilities
Delivering 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 clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
What We Offer
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help achieve results
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security, and your family's well-being
Compensation Package
The hiring minimum salary is $23.25 per hour, while the hiring maximum salary is $30.19 per hour. Our compensation package includes medical and prescription drug coverage, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also offer a 401k retirement plan, tax-advantaged accounts, and paid holidays.
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