Financial Services Client Relationship Specialist
5 days ago
At Edward Jones, we are committed to building a place where everyone feels like they belong.
We're looking for a Financial Services Client Relationship Specialist to join our team. This role is ideal for someone who is passionate about delivering exceptional personalized service and building strong relationships with clients.
The successful candidate will have the opportunity to work closely with financial advisors to help clients achieve their long-term financial goals. They will be responsible for deepening and broadening client relationships, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.
We offer a comprehensive 6-month training program, including an experienced peer to mentor you, and a wide support network that extends from your branch office to your region to the home office.
As a Financial Services Client Relationship Specialist, you can expect:
- To deliver exceptional personalized service to ensure clients feel understood and informed
- To take an active role in the annual business planning process to assist in developing strategies for the upcoming year
- To actively listen for situations in the clients' lives that may indicate a need for additional services
- To drive marketing activities such as planning and executing events
We also offer a competitive salary of $45,000 per year, plus bonuses and profit-sharing opportunities. Our benefits package includes medical and prescription drug coverage, dental and vision coverage, short- and long-term disability coverage, basic life and AD&D coverage, and a 401(k) retirement plan.
If you are a self-motivated individual with excellent communication skills and a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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