Client Relationship Specialist
3 days ago
We are seeking a highly skilled and motivated Client Relationship Specialist to join our team at Edward Jones. As a Client Relationship Specialist, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.
Key Responsibilities- Client Relationship Building: Develop and maintain strong relationships with existing clients, identifying their financial goals and objectives, and providing tailored investment solutions to meet their needs.
- Investment Solutions: Research and analyze investment opportunities, providing recommendations to clients and financial advisors, and executing trades as needed.
- Business Development: Identify new business opportunities, develop and implement sales strategies, and collaborate with financial advisors to drive business growth.
- Client Communication: Provide exceptional customer service, responding to client inquiries, and resolving any issues or concerns in a timely and professional manner.
- Education: High School Diploma or Equivalent required; Bachelor's degree preferred.
- Experience: 3-5 years of relevant experience in securities/financial services industry preferred.
- Regulatory Requirements: Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period.
- Competitive Compensation: A competitive compensation package that includes bonus potential, 401K, and comprehensive health benefits.
- Professional Development: Ongoing training and development opportunities to help you grow professionally and personally.
- Collaborative Environment: A dynamic and inclusive work environment that values teamwork and collaboration.
Edward Jones is a Fortune 500 company that values its associates and provides a supportive and inclusive work environment. We are committed to making a positive impact in the lives of our clients, colleagues, and communities.
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Client Relationship Specialist
7 hours ago
Oxford, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Specialist to join our team at Edward Jones. As a Client Relationship Specialist, you will play a critical role in building and maintaining strong relationships with our clients, providing them with personalized investment solutions and exceptional service.Key...
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Client Relationship Specialist
6 days ago
Oxford, Michigan, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Specialist to join our team at Edward Jones. As a Client Relationship Specialist, you will play a critical role in building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient...
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