Client Relationship Manager
4 days ago
Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
Purpose, Inclusion, and Citizenship ReportWe value diversity and inclusion, recognizing that our differences are what make us stronger. Our commitment to inclusivity reflects our values of respect, empathy, and collaboration.
SkillsetTo succeed in this role, you'll need:
- 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
As a valued member of our team, you'll enjoy a competitive compensation package, including:
- A base salary of $21.13 per hour
- Ongoing training and development opportunities
- A comprehensive benefits program, including medical, dental, vision, and life insurance
- A 401(k) retirement plan with matching contributions
- A generous paid time off policy
This Branch Office Administrator role offers a unique opportunity to work collaboratively with our financial advisors to deliver exceptional client service. As a key member of our branch team, you'll be responsible for:
- Providing personalized support to clients, responding to their needs and concerns in a timely and professional manner
- Working closely with our financial advisors to develop and implement business plans, identifying opportunities to grow our client base and increase revenue
- Maintaining accurate and up-to-date records, ensuring compliance with regulatory requirements and internal policies
- Participating in ongoing training and development programs, staying up-to-date on industry trends and best practices
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