Client Relationship Coordinator

5 days ago


Tomball, Texas, United States Edward Jones Full time
Overview

We are seeking a highly skilled Client Relationship Coordinator to join our team at Edward Jones. This role is ideal for individuals who are passionate about building strong relationships and providing exceptional service to clients.

Salary Estimate: $45,000 - $60,000 per year

Job Description:

As a Client Relationship Coordinator, you will play a critical role in supporting the Financial Advisor team by providing administrative assistance, managing client relationships, and driving business growth. Your primary responsibilities will include:

Key Responsibilities:

* Provide exceptional customer service to clients, ensuring their needs are met and exceeded
* Manage client relationships, including scheduling appointments, sending reminders, and maintaining accurate records
* Assist the Financial Advisor team with various administrative tasks, such as data entry, document preparation, and filing
* Identify opportunities to deepen client relationships and drive business growth
* Collaborate with the team to develop and implement strategies to improve client satisfaction and loyalty

Requirements:

To be successful in this role, you will need:

Essential Skills:

* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Strong organizational and time management skills
* Proficient in Microsoft Office and other productivity tools
* Willingness to learn and adapt to new technologies and processes

Benefits:

At Edward Jones, we offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) retirement plan and paid time off. We also provide opportunities for professional development and career advancement.

About Us:

Edward Jones is a Fortune 500 company that values its employees and provides a supportive and inclusive work environment. We are committed to making a positive impact on our clients' lives and in our communities.

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