Client Relationship Manager

2 weeks ago


Clemson, South Carolina, United States Edward Jones Full time
About the Role

We are seeking a Client Relationship Manager to join our team. In this role, you will be responsible for deepening relationships with existing clients and gathering information to open new accounts.

Key Responsibilities
  • Deepen relationships with existing clients through regular communication and outreach
  • Gather information and collect suitability information to open new accounts
  • Research portfolio performance and make recommendations to financial advisors and clients
  • Execute buy/sell orders and confirm with clients
Requirements

To be successful in this role, you will need:

  • A high school diploma or equivalent
  • 3-5 years of relevant experience in securities/financial services industry
  • Series 7 and Series 66 licenses
  • Familiarity with FINRA regulations and compliance requirements
What We Offer

We offer a competitive salary of $55,000 - $65,000 per year, depending on experience. You will also have access to ongoing training and development opportunities, as well as a supportive team environment.

About Us

We are a Fortune 500 company that values our associates and is committed to making a positive impact in the lives of our clients and communities. Our mission is to provide exceptional service and advice to our clients, and we are looking for talented individuals to help us achieve this goal.



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