Client Relationship Manager
7 days ago
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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