Client Relationship Manager

6 days ago


Prince Frederick, Maryland, United States Edward Jones Full time
About the Role

We are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a critical member of our branch team, you will play a key role in delivering exceptional personalized service to our clients and helping them achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and deepen relationships with clients to understand their financial needs and goals.
  • Financial Services Coordination: Assist financial advisors in providing comprehensive financial services to clients, including investment advice and product sales.
  • Branch Operations: Manage day-to-day branch operations, including administrative tasks and client communication.
  • Marketing and Business Development: Participate in marketing activities, such as planning and executing events, to drive business growth and client engagement.
  • Professional Development: Participate in ongoing training and professional development to stay up-to-date on industry trends and best practices.
What We Offer
  • Competitive Compensation: A comprehensive compensation package, including a competitive salary, bonus potential, and profit sharing.
  • Benefits: Comprehensive health benefits, paid time off, and a rewards program that promotes a long-term career and financial security.
  • Professional Growth: Opportunities for professional development and advancement within the company.
Requirements
  • Strong Communication Skills: Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Financial Services Knowledge: Basic knowledge of financial services and products, with a willingness to learn and develop expertise.
  • Organizational Skills: Strong organizational skills, with the ability to manage multiple priorities and deadlines.
  • Technical Skills: Proficient in current and new office technology, with a willingness to learn and adapt to new systems and tools.


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