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Client Relationship Manager

2 months ago

Marshall, Minnesota, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a critical member of our branch team, you will play a key role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and deepen relationships with clients to understand their financial needs and goals.
  • Business Planning: Assist in developing strategies for the upcoming year and contribute to the annual business planning process.
  • Marketing and Events: Plan and execute events to drive marketing activities and promote our services.
  • Team Collaboration: Work closely with financial advisors and other team members to achieve business objectives.
  • Professional Development: Participate in comprehensive training and development programs to enhance your skills and knowledge.
What We Offer
  • Competitive Compensation: A compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.
  • Professional Growth: Opportunities for merit-based salary increases and career advancement.
  • Supportive Environment: A culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.
  • Recognition and Rewards: A rewards program that promotes a long-term career, financial security, and well-being.
Requirements
  • Strong Communication Skills: Ability to effectively communicate with clients and team members.
  • Problem-Solving Skills: Ability to identify opportunities to create efficiency and solve problems.
  • Independence and Initiative: Ability to work independently and take initiative to achieve business objectives.
  • Technical Skills: Proficiency in current and new office technology.
  • Financial Services Knowledge: Willingness to learn how financial services and markets work.