Client Relationship Specialist
1 week ago
At Edward Jones, we're dedicated to helping our clients achieve their financial goals. Our team is passionate about providing exceptional service and building strong relationships with our clients.
Job Description:We're seeking a highly motivated Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will be responsible for deepening relationships with existing clients, gathering information to open new accounts, and communicating with clients on behalf of the Financial Advisor.
You'll have the opportunity to work in a dynamic and collaborative environment, where you can develop your skills and knowledge to excel in your role. Our team is committed to providing excellent customer service and building long-lasting relationships with our clients.
Responsibilities:- Deepen relationships with existing clients
- Gather information to open new accounts
- Communicate with clients on behalf of the Financial Advisor
- Actively business plan and work as a team to continuously evaluate and execute branch strategies
To be successful in this role, you will need to have:
- A high school diploma or equivalent required; Bachelor's degree preferred
- 3-5 years of relevant experience in securities/financial services industry preferred
- Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- State insurance licenses are also required
We offer a competitive compensation package that includes:
- A salary range of $23.21 - $27.13 per hour
- A comprehensive benefits package, including medical, dental, and vision coverage
- Opportunities for professional development and career growth
We're an equal opportunities employer and welcome applications from diverse candidates.
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