Client Relationship Specialist

2 days ago


terrace, Canada Edward Jones Full time
About the Role

We are seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our branch team, you will be responsible for building and maintaining strong relationships with our clients. Your primary goal will be to understand their financial needs and provide tailored solutions to help them achieve their goals.

As a Financial Services Professional, you will work closely with our financial advisors to deliver exceptional service to our clients. You will be responsible for identifying opportunities to deepen and broaden client relationships, creating efficiency, and managing multiple priorities in a deadline-driven environment.

The ideal candidate will have a strong ability to work independently, proficiency in current and new office technology, and a willingness to learn how financial services/markets work. We offer a comprehensive 6-month training program, a wide support network, and a competitive compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.

Job Responsibilities
  • Deliver exceptional personalized service to ensure clients feel understood and informed
  • Take an active role in the annual business planning process to assist in developing strategies for the upcoming year
  • Actively listen for situations in the clients' lives that may indicate a need for additional services
  • Drive marketing activities such as planning and executing events

We recognize individual efforts through a rewards program that promotes a long-term career, financial security, and the well-being of you and your family. Our company culture is built on continuous improvement, professional development, and a respect for individuals and their unique contributions.



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