Financial Services Relationship Manager

3 days ago


Coldwater, Ohio, United States Edward Jones Full time

Build a Rewarding Career with Edward Jones

Job Overview

In this Branch Office Administrator role, you will be an integral part of our team, supporting clients and working closely with Financial Advisors to achieve their long-term financial goals.

Salary Information

The estimated salary for this position is between $20.00 and $22.26 per hour, based on the location and industry standards.

About the Role

You will be responsible for delivering exceptional personalized service to clients, taking an active role in the annual business planning process, and actively listening for situations that may indicate a need for additional services.

Key Responsibilities
  • Provide excellent customer service to ensure clients feel understood and informed
  • Assist in developing strategies for the upcoming year through the annual business planning process
  • Identify opportunities to create efficiency and improve client relationships
Requirements

To be successful in this role, you will need:

  • A strong ability to work independently and manage multiple priorities in a deadline-driven environment
  • Proficiency in current and new office technology
  • A willingness to learn how financial services and markets work
Benefits

As an Edward Jones associate, you can expect:

  • A comprehensive 6-month training program, including an experienced peer to help mentor you
  • A wide support network that extends from your branch office to your region to the home office
  • A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions

We offer a competitive compensation package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage.

About Us

At Edward Jones, we are proud to be 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 are committed to building a place where everyone feels like they belong.



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