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Client Relationship Manager

2 months ago

Roanoke, Virginia, United States Edward Jones Full time

Overview of the Role

The Client Relationship Manager, also known as a Branch Office Administrator, is an essential member of our team at Edward Jones. This role requires strong relationship-building skills and the ability to work independently in a deadline-driven environment.

About Us

We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. We prioritize our clients' needs and strive to provide exceptional personalized service to ensure they feel understood and informed.

Responsibilities

  • Deliver exceptional client service: Build and deepen relationships with clients to understand their unique needs and goals.
  • Support annual business planning: Assist in developing strategies for the upcoming year by actively listening to clients' needs and identifying opportunities to create efficiency.
  • Drive marketing activities: Plan and execute events to promote our services and engage with clients.
  • Participate in training and development: Complete comprehensive 6-month training, including mentorship from an experienced peer, to enhance your skills and knowledge.

Benefits

We offer a competitive compensation package, including:

  • A generous salary range of $45,000 - $60,000 per year, depending on experience.
  • A comprehensive benefits package, including medical, dental, vision, and life insurance.
  • 401(k) retirement plan and tax-advantaged accounts.
  • 10 paid holidays and 15 days of vacation for new associates.
  • A rewards program that recognizes individual efforts and promotes a long-term career.

Skills and Qualifications

To be successful in this role, you should have:

  • Strong communication and interpersonal skills.
  • Ability to work independently in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.

Culture and Values

We value diversity, inclusivity, and continuous improvement at Edward Jones. Our culture prioritizes respect for individuals and their unique contributions, creating a supportive and collaborative work environment.