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Client Relationship Manager

2 months ago

Issaquah, Washington, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a critical member of our branch team, you will play a key role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and deepen relationships with clients to understand their financial needs and goals.
  • Financial Services Coordination: Assist financial advisors in providing comprehensive financial services to clients, including investment advice and product sales.
  • Branch Operations: Manage the day-to-day operations of the branch, including administrative tasks and client communication.
  • Marketing and Business Development: Participate in marketing activities to promote the branch and its services, and identify opportunities to grow the business.
What We Offer
  • Comprehensive Training: Receive comprehensive training and support to help you succeed in your role.
  • Competitive Compensation: Enjoy a competitive compensation package, including bonus potential and profit sharing.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.
  • Collaborative Environment: Work in a collaborative and inclusive environment that values diversity and promotes a sense of belonging.
Requirements
  • Strong Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Financial Services Knowledge: Basic knowledge of financial services and products, with a willingness to learn and develop your skills.
  • Organizational Skills: Strong organizational and time management skills, with the ability to prioritize tasks and manage multiple projects.
  • Teamwork: Ability to work collaboratively as part of a team, with a positive and supportive attitude.