Client Relationship Specialist

6 days ago


Oak Ridge, Tennessee, United States Edward Jones Full time
About the Role

We are seeking a skilled Client Relationship Specialist to join our team. As a key member of our branch office, you will work closely with financial advisors to deliver exceptional personalized service to clients.

Key Responsibilities
  • Deliver outstanding customer service to ensure clients feel understood and informed.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in clients' lives that may indicate a need for additional services.
  • Drive marketing activities such as planning and executing events.
What We Offer

We provide a comprehensive benefits package including medical, dental, vision, and 401(k) retirement plan. Our associates also receive paid time off, sick leave, and volunteer days. With opportunities for merit-based salary increases, you can grow your career with us.

Compensation

The estimated salary range for this position is $21.37 - $23.50 per hour, based on experience and location.

Requirements

To succeed in this role, you should have:

  • A strong 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.

We value diversity and inclusion at Edward Jones. We do not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.



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