Client Relationship Manager

6 days ago


Huntsville, Alabama, United States Edward Jones Full time
Role Overview

We are seeking a skilled Client Relationship Manager to join our team at Edward Jones. In this role, you will be responsible for building and maintaining strong relationships with existing clients, identifying new business opportunities, and providing exceptional customer service.

About Edward Jones:

Edward Jones is a Fortune 500 company that values its clients and associates above all else. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we pride ourselves on being privately-owned and putting the focus on our clients rather than shareholder returns.

Key Responsibilities:

  • Deepen relationships with existing clients by understanding their financial goals and needs.
  • Gather information and collect suitability information to open new accounts.
  • Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisors and communicate to clients when in agreement.
  • Execute buy/sell orders and confirm with clients.
  • Answer general client questions regarding Edward Jones Stock recommendations and withdrawals.
  • Actively contribute to branch strategies and continuously evaluate and execute them.

Requirements:

  • High School Diploma or Equivalent required; 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.

Benefits:

  • A competitive compensation package including bonus potential, 401K, and comprehensive health benefits.
  • Paid time off, including vacation, sick, holidays, and personal days.
  • A culture of continuous improvement and professional development.

Estimated Salary Range:$60,000 - $80,000 per year



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