Client Relationship Manager

7 days ago


Wisconsin Rapids, Wisconsin, United States Edward Jones Full time

About Us

Edward Jones is a financial services firm where people come first. We value our clients and colleagues, and strive to make a positive impact on our communities.

Job Overview

We are seeking a skilled Client Relationship Manager to join our team. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with existing clients, while also identifying new business opportunities.

Responsibilities

  • Deepen relationships with existing clients by providing exceptional customer service and ensuring their needs are met
  • Gather information and collect suitability information to open new accounts
  • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to the Financial Advisor and communicate to the client on behalf of the Financial Advisor when in agreement with the recommendation
  • Execute Financial Advisor solicited buy/sell orders and confirm with clients
  • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
  • Actively business plan and work as a team to continuously evaluate and execute branch strategies

Requirements

  • High School Diploma/Equivalent required; Bachelor's degree preferred
  • 3-5 years of relevant experience in securities/financial services industry preferred
  • Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
  • FINRA registrations are required within three months
  • State insurance licenses are also required

Benefits

As a salaried professional, you can expect:

  • A competitive salary of $24.21-$27.13 per hour
  • A comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage
  • A 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
  • Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
  • The opportunity to participate in bonuses and profit sharing


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