Client Relationship Specialist

4 days ago


Pacific Grove, California, United States Edward Jones Full time

We're seeking a Client Relationship Specialist to join our team in Pacific Grove, CA. As a key member of our branch team, you will play a vital role in building strong relationships with clients and helping them achieve their long-term financial goals.

At Edward Jones, we value the unique experiences and professional backgrounds that our Financial Advisors bring to the table. As a Client Relationship Specialist, you will work closely with your Financial Advisor to deliver exceptional personalized service to our clients, taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.

This is a full-time position offering a competitive salary range of $25.26-$29.52 per hour, plus benefits such as medical, dental, vision, and 401k retirement plan. You'll also enjoy a comprehensive 6-month training program, including an experienced peer to help mentor you.

A successful candidate will be able to deepen and broaden client relationships, identify opportunities to create efficiency, and manage multiple priorities in a deadline-driven environment. If you're passionate about delivering top-notch customer service and have a knack for working independently, this could be the perfect opportunity for you.

Bold 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

About Us

Edward Jones is a Fortune 500 company where people come first. We're proud to serve over 7 million clients across the US and Canada, and we value the diversity and individuality of our associates. Join us in our mission to improve the lives of our clients, colleagues, and communities.



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