Client Relationship Associate

2 days ago


Greeley, Colorado, United States Edward Jones Full time
About the Role

We are seeking a highly skilled Client Relationship Associate to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in building and maintaining strong relationships with our clients.

Our ideal candidate is a self-motivated individual who is passionate about delivering exceptional client service and is committed to helping our clients achieve their long-term financial goals.

Key Responsibilities
  • Develop and maintain deep understanding of client needs and preferences
  • Collaborate with financial advisors to provide comprehensive solutions to clients
  • Analyze client data to identify opportunities for growth and improvement
  • Communicate effectively with clients through various channels
Requirements
  • Bachelor's degree in Business, Finance, or related field
  • Minimum 1-2 years of experience in a customer-facing role
  • Strong communication and interpersonal skills
  • Able to work independently and as part of a team
  • Proficient in Microsoft Office and other productivity tools
What We Offer
  • Competitive salary: $22-$26 per hour
  • Comprehensive benefits package, including medical, dental, and vision coverage
  • 401(k) retirement plan with company match
  • Opportunities for professional growth and development
About Us

At Edward Jones, we are committed to providing exceptional client service and building strong relationships with our clients. Our mission is to help our clients achieve their financial goals and improve their lives.



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