Senior Client Relationship Manager

1 week ago


Santa Rosa, California, United States Edward Jones Full time
Company Overview

At Edward Jones, we pride ourselves on being a place where everyone feels like they belong. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Salary

We offer a competitive compensation package that includes a base salary of $25.26-$29.52 per hour, depending on experience and qualifications. In addition to your base salary, you may also be eligible for bonuses and profit sharing opportunities.

Job Description

In this role, you will have the opportunity to work closely with financial advisors to help clients achieve their long-term financial goals. Your primary responsibilities will include:

  • Delivering exceptional personalized service to ensure clients feel understood and informed
  • Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listening for situations in the clients' lives that may indicate a need for additional services
  • Driving marketing activities such as planning and executing events
Required Skills and Qualifications

To succeed in this role, you will need to possess the following skills and qualifications:

  • Ability to deepen and broaden client relationships
  • Ability to identify opportunities to create efficiency
  • Strong ability to work independently
  • Ability to manage multiple priorities in a deadline-driven environment
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work
Benefits

We offer a comprehensive benefits package that includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. We observe ten paid holidays and provide 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.



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