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Client Relationship Coordinator

2 months ago

Palm Beach, Florida, United States Edward Jones Full time

Are you a natural connector, adept at resolving challenges and analyzing situations? If so, we invite you to explore a rewarding opportunity with us.

At Edward Jones, we emphasize the importance of our field associates as integral members of branch teams. In the role of a Client Relationship Coordinator, you will play a vital part alongside the financial advisor.

As the initial point of contact for clients, you will be the friendly voice they hear over the phone and the welcoming presence they encounter in person.

Your responsibilities will be diverse, but the core focus will be on building strong relationships with clients, allowing you to not only assist them in identifying their needs but also anticipate them proactively.

Together with your financial advisor, you will work collaboratively to guide clients toward achieving their most valued financial aspirations.

Position Overview

Position Schedule: Full-Time

If you are seeking a fulfilling career, the Client Relationship Coordinator role may be the perfect fit for you. In this position, you will collaborate with Financial Advisors to support clients in reaching their long-term financial objectives. We take pride in serving millions of clients.

As a valued member of the client team, your unique experiences and professional backgrounds will contribute significantly to our success. We appreciate diverse perspectives that drive results.

Support and Development

We are committed to providing you with the necessary support:

  • Comprehensive training over six months, including mentorship from an experienced peer.
  • A robust support network that spans from your branch office to the regional and home office levels.
  • While you will often work independently, you will have the backing of a large team throughout your journey.
Your Responsibilities

Can you envision yourself:

  • Delivering exceptional, personalized service to ensure clients feel valued and informed?
  • Actively participating in the annual business planning process to help shape strategies for the upcoming year?
  • Listening attentively for signs in clients' lives that may indicate a need for additional services?
  • Driving marketing initiatives, including planning and executing events?
What You Can Expect

We foster a culture of continuous improvement and professional growth, valuing each individual's unique contributions. Our inclusive environment appreciates diverse viewpoints, which are essential for achieving results.

We recognize individual efforts through a rewards program that promotes long-term career development, financial security, and the well-being of you and your family.

Compensation and Benefits

Full-time Associates receive the following benefits:

  • A competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.
  • Paid time off, encompassing vacation, sick leave, holidays, and personal days.

At Edward Jones, we believe in a human-centered approach, partnering for positive impact to enhance the lives of our clients, colleagues, and communities.

We are dedicated to creating an environment where everyone feels they belong. Our associates are recognized for their contributions, and we are proud of the accolades we have received.

Join a financial services firm that values your contributions. Edward Jones is a Fortune 500 company that prioritizes people. With millions of clients and thousands of financial advisors across North America, we focus on our clients rather than shareholder returns.

Our purpose is clear: we partner for positive impact to improve the lives of our clients and colleagues, while collectively enhancing our communities and society.

We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.

At Edward Jones, our associates are seen, heard, respected, and supported, making us an ideal place to start or advance your career.