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Senior Client Relationship Manager

1 month ago


Springfield, Illinois, United States Edward Jones Full time
About the Role

We are seeking a highly motivated and results-driven Branch Office Administrator to join our team. This is an excellent opportunity for someone who is passionate about delivering exceptional client experiences and building strong relationships with our clients.

Job Overview

In this role, you will be responsible for providing administrative support to our financial advisors and ensuring that our clients receive a personalized and professional service. Your primary focus will be on developing and maintaining strong relationships with our clients, identifying opportunities to create efficiency, and managing multiple priorities in a deadline-driven environment.

Key Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • 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
  • Drive marketing activities such as planning and executing events
What We Offer

We offer a comprehensive benefits package, including medical and prescription drug, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. We also provide a 401(k) retirement plan, tax-advantaged accounts, and paid time off. Our associates are eligible for bonuses and profit sharing, and we observe ten paid holidays.

Requirements

To be successful in this role, you will need to have:

  • 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
  • Proficient in current and new office technology
  • Willingness to learn how financial services/markets work
Salary

The estimated salary for this role is $60,000 - $80,000 per year, depending on experience.