Client Relationship Manager

6 days ago


Waynesboro, Mississippi, United States Edward Jones Full time
About the Role

We are seeking a skilled Client Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and working collaboratively with financial advisors to help clients achieve their long-term financial goals.

As a Client Relationship Manager, you will be the first point of contact for clients, responding to their inquiries, addressing their concerns, and providing personalized support to ensure they feel understood and informed.

You will also play an active role in the annual business planning process, assisting in developing strategies for the upcoming year and identifying opportunities to create efficiency.

This is a full-time position that offers a competitive salary range of $20.00 - $22.26 per hour, depending on experience. We also offer a comprehensive benefits package, including medical, dental, vision, and a 401(k) retirement plan.

Key Responsibilities

• Build and maintain strong relationships with clients, providing exceptional customer service and personalized support.
• Respond to client inquiries, address their concerns, and provide timely resolutions.
• Work collaboratively with financial advisors to develop and implement strategies to help clients achieve their long-term financial goals.
• Participate in the annual business planning process, assisting in developing strategies for the upcoming year and identifying opportunities to create efficiency.
• Maintain accurate records and reports, ensuring compliance with regulatory requirements.

Requirements

• Ability to build and maintain strong relationships with clients.
• Excellent communication and interpersonal skills, with the ability to respond to client inquiries and resolve issues in a timely manner.
• Strong problem-solving skills, with the ability to identify and address complex issues.
• Ability to work collaboratively with financial advisors and other teams to achieve business objectives.
• Proficient in current and new office technology, with the ability to learn new systems and tools quickly.

About Us

Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We believe in partnering for positive impact, improving the lives of our clients, colleagues, and communities. Our associates are seen, heard, respected, and supported, making us the best place to start or build your career.

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