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Client Relationship Manager

2 months ago

MO United States Edward Jones Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Representative to join our team at Edward Jones. As a key member of our organization, you will be responsible for providing exceptional client service and tailored solutions to meet the needs of our clients.

Key Responsibilities
  • Act as the primary point of contact for our smaller clients, including SEP/Simple IRA participants, and preserve the client connection to the local branch team.
  • Work daily to re-engage clients with our firm and provide ongoing guidance and service to meet their needs.
  • Provide excellent client service and tailored client solutions to meet the clients' needs.
  • Research and resolve any service issues or unfinished tasks.
  • Work in partnership with the Client Service Administrator (CSA) to ensure a high level of customer service.
  • Keep the department apprised of any Compliance/Field Supervision concerns.
Requirements
  • Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
  • Insurance license may be required in the future (life, health and variable annuity).
  • Experience as an Edward Jones Financial Advisor highly preferred.
  • Bachelor's degree in a business-related field is preferred.
  • Ability to understand information about various securities as well as functions of the business is critical.
  • Extensive flexibility, reliability, and sound decision-making skills.
  • Proven communication and organizational skills.
  • Exceptional telephone and customer-service skills.
  • Strong computer skills with the ability to learn and apply technical information.
  • Candidates bilingual in Spanish is a plus.
About Us

At Edward Jones, we value and respect our associates and their contributions. We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and well-being. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.