Key Account Liaison

3 weeks ago


Healdsburg, California, United States Edward Jones Full time

About the Role

We are seeking a highly skilled Key Account Liaison to join our team. As a Key Account Liaison, you will be responsible for building and maintaining strong relationships with our clients.

Job Overview

This is a fantastic opportunity to work in a dynamic environment where you will have the chance to make a real impact on our clients' lives. Our Key Account Liaisons work closely with our financial advisors to provide exceptional customer service and help our clients achieve their long-term financial goals.

Responsibilities

  • Broaden and deepen client relationships through regular communication and proactive relationship-building activities
  • Identify opportunities to create efficiency and improve processes within the branch office
  • Work independently to manage multiple priorities in a deadline-driven environment
  • Stay up-to-date with current and new office technology to efficiently perform job duties
  • Develop a willingness to learn how financial services and markets work

What We Offer

We offer a competitive salary of $26.41-$30.63 per hour, depending on experience. Our comprehensive 6-month training program includes an experienced peer to mentor you, and you'll have access to a wide support network from your branch office to your region to the home office. You'll also enjoy a culture of continuous improvement and professional development, as well as an inclusive environment where everyone's unique viewpoints are valued and contribute to achieving results.

Requirements

To succeed in this role, you'll need:

  • The ability to build and maintain strong relationships with clients
  • A willingness to learn and adapt to new technologies and processes
  • Strong organizational and time management skills
  • Excellent communication and interpersonal skills
  • A positive attitude and a passion for delivering exceptional customer service

About Us

We're Edward Jones, a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.


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