Client Relationship Specialist

6 days ago


Berea, Kentucky, United States Edward Jones Full time
About the Role

We are seeking a Client Relationship Specialist to join our team in Berea, KY. In this role, you will work closely with our Financial Advisors to deliver exceptional personalized service to our clients.

Key Responsibilities
  • Deepen and broaden client relationships through active listening and identifying opportunities to create efficiency.
  • Manage multiple priorities in a deadline-driven environment while maintaining strong ability to work independently.
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Actively listen for situations in the clients' lives that may indicate a need for additional services.
What We Offer

We offer a competitive compensation package, including a salary range of $20.00 - $22.26 per hour, depending on experience. Our comprehensive benefits package includes medical and prescription drug coverage, dental, vision, and short- and long-term disability coverage, as well as a 401(k) retirement plan and tax-advantaged accounts.

Requirements
  • Ability to identify opportunities to create efficiency and deepen client relationships.
  • Strong ability to work independently and manage multiple priorities in a deadline-driven environment.
  • Proficient in current and new office technology.
  • Willingness to learn how financial services/markets work.

We are committed to creating a diverse and inclusive workplace where everyone feels valued and respected. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply.



  • Berea, Kentucky, United States Jackson Hewitt Full time

    Company OverviewJackson Hewitt is a leading provider of tax preparation services, committed to delivering exceptional customer experiences.About the RoleWe are seeking a skilled Tax Preparation Specialist to join our team. As a key member of our staff, you will be responsible for providing top-notch service to our clients, ensuring their needs are met and...


  • Berea, Kentucky, United States C&L Maintenance Inc Full time

    Job OverviewC&L Maintenance Inc, a regional commercial facilities maintenance contractor, seeks an experienced Electrical Maintenance Specialist to join its field operations team.Job SummaryWe are looking for skilled electricians with strong technical expertise in troubleshooting and repairing electrical work. As an Electrical Maintenance Specialist, you...


  • Berea, Kentucky, United States C&L Maintenance Inc Full time

    As a Commercial Service Electrician Specialist at C&L Maintenance Inc, you will play a crucial role in maintaining the electrical systems of our clients' facilities. This position requires a high level of technical expertise and excellent problem-solving skills.Job SummaryWe are seeking an experienced Service Electrician to join our team. The ideal candidate...


  • Berea, Kentucky, United States U.S. Bank Full time

    At U.S. Bank, we strive to provide our customers with the best possible financial solutions. Our team of experts is dedicated to helping individuals and businesses make informed decisions about their financial future.Salary RangeThe estimated salary for this role is between $20.00 and $23.96 per hour, depending on location and experience. This compensation...


  • Berea, Kentucky, United States Edward Jones Full time

    Company OverviewAt Edward Jones, we are committed to delivering exceptional client experiences and building long-term relationships. As a Branch Office Administrator, you will play a critical role in achieving this goal by supporting our financial advisors and providing top-notch service to our clients.


  • Berea, Kentucky, United States Hyster-Yale Materials Handling Full time

    Company OverviewHyster-Yale Materials Handling, Inc is a world-class manufacturer of industrial lift trucks with over 90 years of experience in building relationships with customers, suppliers, dealers, and employees.We design, engineer, manufacture, market, and service a complete range of application-tailored lift trucks, attachments, and fuel cell...


  • Berea, Kentucky, United States H2 Health Full time

    **Company Overview:** H2 Health is a dynamic healthcare provider dedicated to delivering exceptional patient-centered care. We foster a supportive and inclusive work environment, empowering our team members to excel professionally and personally.**Estimated Salary:** $65,000 - $80,000 per year, depending on experience**Job Description:** As a Physical...


  • Berea, Ohio, United States OhioGuidestone Full time

    OhioGuidestone Environmental Maintenance SpecialistWe are seeking a skilled and detail-oriented Environmental Maintenance Specialist to join our team at OhioGuidestone. As an Environmental Maintenance Specialist, you will be responsible for ensuring the cleanliness and organization of our facilities.About the Role:The successful candidate will be responsible...


  • berea, United States Hyster-Yale Full time

    Job Title Technical Specialist IJob Category Information TechnologyJob Description What starts with YOU, moves the world! Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and talented Technical Specialist I based at our Berea, KY location. Who you are: One...


  • berea, United States Hyster-Yale Full time

    Job Title Technical Specialist IJob Category Information TechnologyJob Description What starts with YOU, moves the world! Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and talented Technical Specialist I based at our Berea, KY location. Who you are: One...


  • Berea, United States OhioGuidestone Full time

    Coordinates and provides service and support to assigned clients, families, and caregivers to identify eligible insurance benefit gaps and connect with resources to meet those needs. Acts as an advocate for the family in pursuing benefits for which t Front Desk, Specialist, Client Support, Benefits, Retail, Healthcare


  • Berea, Ohio, United States ArborMetrics Solutions, LLC Full time

    Job OverviewWe are seeking a skilled Utility Forester/Contract Arborist to join our team as a Work Planning Specialist. In this role, you will be responsible for planning, scheduling, and project managing vegetation management programs for our utility clients.


  • Berea, United States Hyster-Yale Materials Handling Full time

    Job Title Technical Specialist I Job Category Information Technology Job Description What starts with YOU , moves the world! Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and talented Technical Specialist I based at our Berea, KY location. Who you are: One who is...


  • Berea, United States Ace Wellness Center Full time

    Job DescriptionJob DescriptionACE Wellness Center is seeking a Qualified Mental Health Specialist to join our team. ACE Wellness Centers Behavioral Health program provides individualized, holistic care planning and management to youth, families, and adults in their schools, homes, and communities.The Qualified Behavioral Health Specialist (QBHS) is...


  • Berea, United States Hyster-Yale Full time

    Job TitleFind out if this opportunity is a good fit by reading all of the information that follows below.Technical Specialist IJob CategoryInformation TechnologyJob DescriptionWhat starts with YOU, moves the world! Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and...


  • Berea, Ohio, United States Ace Wellness Center Full time

    Ace Wellness Center seeks a dedicated and compassionate Psychiatric Nurse Practitioner to join our team. As a key member of our multidisciplinary team, you will provide high-quality patient care and work collaboratively with counselors, mental health specialists, and physicians to deliver exceptional behavioral health services.Job DescriptionWe are looking...


  • Berea, United States OhioGuidestone Full time

    Your story. Our mission. A perfect match. Your story. Our mission. A perfect match. You have a place at OhioGuidestone, the state's leader in behavioral health! OhioGuidestone is the state’s leader in community behavioral health care, serving around 26,000 Ohioans each year. We focus on the needs of the whole person by providing telehealth and in-person...


  • Berea, United States ViaQuest Full time

    Behavioral Health Case Manager A Great Opportunity Full-Time Monday - Friday 9am-5pm $18-$21 based on education and experience plus monthly incentive program for exceeding productivity expectations At ViaQuest Psychiatric & Behavioral Solutions we offer unique and individualized care to children, adolescents, adults, the aging population, those...


  • Berea, United States OhioGuidestone Full time

    Where New Paths Begin OhioGuidestone is the state's leader in community behavioral health care, serving around 26,000 Ohioans each year. We focus on the needs of the whole person by providing telehealth and in-person prevention services, as well as mental health and substance use treatment. As we help people navigate the most difficult times in their...


  • Berea, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Berea, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Berea, United States Qualigence Full time

    Field Service and Support Industrial Equipment ROLE AND RESPONSIBILITIES The Field Service Technical Support Specialist will be directly responsible for industrial equipment, equipment installation, troubleshooting equipment, and provide direct support to the engineering department. This individual will be solutions oriented with the ability to work...


  • Berea, United States Everside Health Full time

    Marathon Health is a leading provider of advanced primary care in the U.S., serving 2.5 million eligible patients through approximately 630 employer and union-sponsored clients. Our comprehensive services include advanced primary care, mental health, occupational health, musculoskeletal, and pharmacy services, delivered through our 680+ health centers across...

  • Allied Health

    5 months ago


    Berea, United States Medical Edge Recruitment Full time

    Medical Edge Recruitment has an immediate opening for a X-Ray Technologist for an 14 week contract in Alliance, NE.Details: Specialty: X-Ray Technologist Location: Alliance, NE Pay Rate:  Contract Length: 14 weeks Shift/Hours: 9:30 AM - 6:00 PMRequirements: Current and valid state license Minimum 1+ years of experience  Current BLS certification from the...


  • Berea, Ohio, United States ambercare Full time

    Job OverviewWe are seeking a dedicated State Tested Nursing Assistant to provide exceptional patient care and support. This full-time opportunity offers a stable schedule with flexibility, allowing you to build meaningful relationships with your patients.Key Responsibilities:• Provide total personal care, including bath visits, using Gait Belt/Hoyer Lift...


  • Berea, Ohio, United States Supercuts Full time

    Embark on an exciting career journey as a Hair Stylist with Alline Salon Group! As part of our dynamic team, you will have the opportunity to unleash your creativity and passion for hair styling while earning top dollars with walk-in customers, tips, base pay, and commissions.What We Offer:Earn Top Dollars: Enjoy immediate access to cash and credit card...

  • HVAC Supervisor

    1 week ago


    Berea, Ohio, United States Baldwin Wallace University Full time

    Job SummaryWe are seeking an experienced HVAC Supervisor to join our team at Baldwin Wallace University. This is a full-time, non-exempt position responsible for performing routine repairs and maintenance on heating, ventilating, and air conditioning (HVAC) systems.Duties & ResponsibilitiesTrain and supervise HVAC Department employees in all duties as...