Client Relationship Manager

1 week ago


Austin, Texas, United States Edward Jones Full time

We are seeking a Client Relationship Manager to join our team at Edward Jones. In this role, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support.

About the Role

The Client Relationship Manager will work closely with our financial advisors to develop and implement strategies to deepen client relationships, identify opportunities to create efficiency, and provide expert guidance on financial services and markets.

This is an exciting opportunity to join a dynamic team and make a meaningful impact on our clients' lives.

Key Responsibilities
  • Broaden and deepen client relationships through proactive communication, personalized service, and tailored solutions
  • Identify opportunities to enhance client experiences and deliver exceptional results
  • Work collaboratively with financial advisors to develop and implement client-focused strategies
  • Stay up-to-date on industry trends, best practices, and regulatory requirements to ensure compliance and excellence
Requirements

To be successful in this role, you will need:

  • A strong ability to build and maintain relationships, communicate effectively, and provide exceptional customer service
  • A keen eye for detail, analytical skills, and the ability to think critically and creatively
  • Excellent problem-solving skills, with the ability to navigate complex situations and find innovative solutions
  • A strong understanding of financial services and markets, with a passion for staying current on industry trends and developments
  • Proficiency in current and new office technology, with a willingness to learn and adapt to changing systems and processes
What We Offer

We offer a competitive salary range of $56,880 - $65,730 per year, based on location, experience, and qualifications. Our comprehensive benefits package includes medical and prescription drug coverage, dental and vision insurance, flexible spending accounts, short- and long-term disability coverage, life insurance, and retirement plans. We also offer paid time off, holidays, and a rewards program that recognizes individual achievements and contributions.

About Us

Edward Jones is a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the United States and Canada. We are a privately-owned firm, committed to putting our clients first and delivering exceptional service and support. Our purpose is to partner for positive impact, improving the lives of our clients, colleagues, and communities. We are an inclusive organization, valuing diversity, equity, and inclusion in all aspects of our business. If you are passionate about delivering exceptional client service, building strong relationships, and making a meaningful impact, we encourage you to apply for this exciting opportunity.



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