Client Relationship Specialist
4 days ago
We are seeking a highly skilled and experienced professional to fill the role of Client Relationship Specialist. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial goals, and providing tailored solutions to meet their needs.
Your primary goal will be to deliver exceptional client service, ensuring that our clients feel valued, supported, and informed at all times. You will work closely with our financial advisors to identify opportunities for growth and develop strategies to achieve our clients' financial objectives.
This is an exciting opportunity to join a dynamic and growing organization where your contributions will have a direct impact on our clients' lives. If you are a motivated and results-driven individual who thrives in a fast-paced environment, we encourage you to apply for this role.
About Edward JonesWe are a Fortune 500 company dedicated to delivering personalized financial services to our clients. With over 8 million clients and 19,000 financial advisors across the US and Canada, we pride ourselves on being privately-owned, allowing us to focus on our clients' needs rather than shareholder returns.
Our purpose is to improve the lives of our clients and colleagues by partnering for positive impact. We value diversity, inclusivity, and continuous learning, and we strive to create a workplace where everyone feels seen, heard, respected, and supported.
We believe in investing in our associates' growth and development, providing comprehensive training, and offering competitive compensation and benefits. If you are passionate about delivering exceptional client service and making a difference in people's lives, we invite you to explore this opportunity further.
About the Skills and Qualifications- Bachelor's degree in Finance, Business Administration, or related field.
- Minimum 2 years of experience in client-facing roles.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and develop strategic plans.
- Strong problem-solving skills and attention to detail.
Please note that these requirements are minimum standards and may vary depending on location and experience.
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