Client Relationship Specialist

4 days ago


Red Boiling Springs, Tennessee, United States Edward Jones Full time
Company Overview
At Edward Jones, we are building a place where everyone feels like they belong. Our team is dedicated to helping clients achieve their long-term financial goals. We value different viewpoints and unique experiences, and we believe that this diversity helps us achieve results.

About the Role
As a Client Relationship Specialist - Part-Time, you will be a critical member of our branch team, working closely with a Financial Advisor to provide exceptional service to our clients. You will be responsible for managing client relationships, identifying opportunities to create efficiency, and delivering personalized service to ensure clients feel understood and informed.

Key Responsibilities:
  • Deliver exceptional personalized service to ensure clients feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in the clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.

Requirements
To be successful in this role, you will have strong communication skills, ability to work independently, and proficiency in current and new office technology. You will also be willing to learn how financial services/markets work.

Benefits
As a part-time associate, you will be eligible for competitive compensation, medical and prescription drug coverage, health savings account, flexible spending account, voluntary benefits, well-being programs, and retirement plan (if compensated for 1,000 hours of service during the plan year).

Salary Range: $20.00-$22.26 per hour. This estimate is based on the location and industry standards.

What We Offer
Edward Jones is a Fortune 500 company where people come first. We offer a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

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