Client Relationship Manager
2 weeks ago
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
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
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 UsWe 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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Dynamic Client Relationship Manager
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Client Success Partner
3 days ago
Clemson, South Carolina, United States Edward Jones Full timeUnlock Your Potential as a Client Success PartnerAre you passionate about delivering exceptional client experiences and building lasting relationships? Do you thrive in a dynamic, team-oriented environment where no two days are ever the same?We're seeking a highly motivated Client Success Partner to join our team at Edward Jones. As a vital member of our...
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Financial Services Professional
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Retail Operations Manager
2 weeks ago
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Food Service Operations Manager
3 weeks ago
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Insurance Relationship Specialist
3 weeks ago
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Retail Operations Manager
3 weeks ago
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Financial Services Representative
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Clemson, South Carolina, United States Stretch Zone - 1030 Full timeAbout UsAt Stretch Zone, we are dedicated to improving the lives of others through our unique stretching method and patented stabilization system.SalaryWe offer a competitive salary range of $17 to $20 per hour, with opportunities for commission and bonuses.Job DescriptionWe are seeking an enthusiastic and energetic Assistant General Manager to join our...
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Retail Merchandising Representative
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Product Display Specialist
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Financial Services Professional
2 weeks ago
Clemson, South Carolina, United States Edward Jones Full timeWe are seeking a highly skilled and motivated Financial Services Professional to join our team as a Registered Branch Associate. This role is a vital part of our client services team, working closely with financial advisors to enhance the client experience.The successful candidate will be responsible for building relationships with clients, executing...
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Senior Financial Service Representative
3 days ago
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Fitness Professional Wanted
3 days ago
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Construction MEP Director
3 weeks ago
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Personal Care Assistant
2 weeks ago
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Dining Operations Executive
3 weeks ago
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Healthcare Travel RN Specialist
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Merchandise Production Specialist
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