Client Relationship Specialist

7 days ago


Duncan, Oklahoma, United States Edward Jones Full time
Your Opportunity
In this role, you will work closely with financial advisors to help clients achieve their long-term financial goals. You will be responsible for delivering exceptional personalized service, taking an active role in the annual business planning process, and identifying opportunities to create efficiency. You will also be expected to manage multiple priorities in a deadline-driven environment and work independently to achieve results.

About Our Culture
We are committed to creating an inclusive environment where everyone feels valued and respected. Our culture is built on a foundation of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being.

Benefits
As a Financial Services Coordinator, you will have access to a comprehensive benefits package, including medical, dental, vision, and retirement plans. You will also have the opportunity to participate in profit sharing and bonuses. Our benefits package is designed to support your overall well-being and help you achieve your long-term goals.
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