Client Relationship Manager
5 days ago
We are seeking a Client Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with clients, managing multiple priorities in a deadline-driven environment, and working collaboratively with financial advisors to achieve client goals.
The ideal candidate will have strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients. They will also be proficient in current and new office technology, with a willingness to learn how financial services and markets work.
Key Responsibilities:
- Build and maintain strong relationships with clients, including understanding their financial needs and developing strategies to achieve client goals
- Manage multiple priorities in a deadline-driven environment, ensuring timely completion of tasks and projects
- Work collaboratively with financial advisors to achieve client goals, including developing strategies and implementing plans
- Develop and maintain strong relationships with clients, colleagues, and community partners
- Stay up-to-date on industry trends and developments, applying knowledge to improve client outcomes
What We Offer:
- A competitive salary range of $20.04 - $23.43 per hour, depending on experience
- A comprehensive benefits package, including medical, dental, vision, and disability insurance
- A 401(k) retirement plan with company match
- 15 days of paid vacation per year, plus sick time and personal days
- An Employee Assistance Program (EAP) for mental health and wellness support
About Us:
At Edward Jones, we are committed to making a positive impact in the lives of our clients and colleagues. We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels valued and respected.
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