Financial Services Professional

5 days ago


Healdsburg, California, United States Edward Jones Full time

We are seeking a talented Financial Services Professional to join our team at Edward Jones. As a Client Relationship Expert, you will play a critical role in building and maintaining strong relationships with our clients.

Your primary responsibility will be to provide exceptional service to our clients, understanding their financial goals and objectives, and delivering tailored solutions to meet their needs.

In this role, you will work closely with our Financial Advisors to develop and implement effective strategies for client growth and retention. You will also be responsible for identifying opportunities to deepen and broaden client relationships, driving marketing activities, and managing multiple priorities in a fast-paced environment.

To succeed in this position, you must have excellent communication and interpersonal skills, as well as the ability to work independently and collaboratively as part of a team. You should also be proficient in current and new office technology and willing to learn how financial services/markets work.

This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional client experiences. If you have a proven track record of building strong relationships and driving business growth, we encourage you to apply for this role.

Estimated Salary: $26.50 - $30.75 per hour (based on location and experience)

About Edward Jones

At Edward Jones, we are committed to providing our clients with personalized service and innovative solutions to help them achieve their financial goals. We believe in creating a workplace culture that values diversity, inclusion, and employee development, and we offer a competitive compensation and benefits package to support the well-being of our associates.



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