Client Relationship Manager

7 days ago


Los Osos, California, United States Edward Jones Full time
About the Role

We are seeking a highly motivated Client Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and identifying opportunities to deepen and broaden client relationships.

About Edward Jones

Edward Jones is a Fortune 500 company that prioritizes its clients and colleagues. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we offer a unique opportunity to make a meaningful impact in people's lives.

Salary and Benefits

The estimated salary range for this position is $23.25 - $27.17 per hour, depending on experience and qualifications. We also offer a comprehensive benefits package, including medical and prescription drug coverage, dental and vision insurance, and a 401(k) retirement plan.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial goals and needs.
  • Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
  • Identify opportunities to deepen and broaden client relationships, developing strategies to increase revenue and improve client satisfaction.
  • Collaborate with financial advisors to develop and implement personalized plans for clients, ensuring alignment with their financial goals.
Requirements

To be successful in this role, you will need:

  • A strong ability to build and maintain relationships with clients, demonstrating empathy and understanding of their financial needs.
  • Excellent communication and interpersonal skills, with the ability to communicate complex financial information clearly and effectively.
  • A proven track record of delivering exceptional customer service, with a focus on meeting or exceeding client expectations.
  • A high level of integrity and professionalism, upholding the values and standards of Edward Jones.
Why Work at Edward Jones?

At Edward Jones, we value our associates and provide a supportive and inclusive work environment. We offer competitive compensation and benefits, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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