Client Relationship Specialist
2 weeks ago
At Edward Jones, we're committed to making a positive impact in the lives of our clients and colleagues.
We're seeking a skilled Client Relationship Specialist to join our team. This role is ideal for individuals who are passionate about building strong relationships with clients and providing personalized financial solutions.
The estimated salary for this position is between $23.21 and $27.13 per hour, based on industry standards and location.
About the RoleThis is a salaried position that requires a high level of professionalism and attention to detail. As a Client Relationship Specialist, you will be responsible for:
- Deepening client relationships and identifying opportunities to provide tailored financial solutions
- Gathering information and collecting suitability data to open new accounts
- Researching portfolio performance and making recommendations to financial advisors and clients
- Executing buy/sell orders and confirming with clients
- Answering general client questions regarding investment solutions and withdrawals
You will work closely with financial advisors to create capacity for the team and provide a streamlined client experience.
We value candidates who are motivated to achieve results as an individual and team, have a resilient and progressive mindset, and are able to learn and apply legal and regulatory requirements related to selling financial solutions.
RequirementsTo be successful in this role, you will need:
- A High School Diploma or Equivalent; Bachelor's degree preferred
- 3-5 years of relevant experience in securities/financial services industry preferred
- Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- FINRA registrations are required within three months
We offer a comprehensive training program to ensure your success in this role.
BenefitsWe believe in valuing our associates' contributions and offering a competitive compensation package. The benefits include:
- Medical and prescription drug coverage
- Dental and vision coverage
- Short- and long-term disability coverage
- Basic life insurance and AD&D coverage
- A 401(k) retirement plan
- Tax-advantaged accounts: health savings account, flexible spending account
- 15 days of vacation per year, plus paid holidays and sick time
- A paid day for volunteerism
- Eligibility for bonuses and profit sharing
We also offer ongoing training and professional development opportunities to help you grow personally and professionally.
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