Client Relationship Specialist

4 days ago


South Windsor, Connecticut, United States Edward Jones Full time
About the Role

In this role, you will be working closely with financial advisors to build strong relationships with clients and help them achieve their long-term financial goals.

Job Overview

We are seeking a highly motivated individual who is able to work independently and as part of a team. As a Branch Office Administrator, you will be responsible for delivering exceptional personalized service to our clients, identifying opportunities to create efficiency, and taking an active role in the annual business planning process.

You will have the opportunity to drive marketing activities, such as planning and executing events, and actively listen for situations in the clients' lives that may indicate a need for additional services.

What We Offer
  • A comprehensive 6-month training program including an experienced peer to mentor you
  • A wide support network extending from your branch office to your region to the home office

Our team will provide you with the support you need to succeed in this role.

Skills and Requirements
  • 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
Compensation and Benefits

Our compensation and benefits package includes medical and prescription drug coverage, dental, vision, and voluntary benefits such as accident, hospital indemnity, and critical illness. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones also offers a 401(k) retirement plan, health savings account, and flexible spending account. Our associates receive ten paid holidays, 15 days of vacation, sick time, personal days, and a paid day for volunteerism. Bonuses and profit sharing are also available.

The estimated salary for this role is $24.50-$28.10 per hour, based on industry standards and location.



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