Client Relationship Specialist
1 week ago
In this role, you will be working with clients to understand their financial goals and develop personalized investment solutions. As a key member of the client team, you will work closely with Financial Advisors to provide exceptional service and build lasting relationships with our clients.
About Us
Edward Jones is a Fortune 500 company that values its associates and provides opportunities for growth and development. Our commitment to community involvement and charitable giving has earned us numerous awards and accolades. We are proud to be a privately-owned firm, allowing us to focus on our clients' needs rather than shareholder returns.
Key Responsibilities
- Gather information and collect suitability information to open new accounts
- Research portfolio performance, cost/fees, asset allocation, and changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
- Execute Financial Advisor solicited buy/sell orders and confirm with clients
- Conduct proactive reviews and collect suitability information for select accounts
Requirements
- High School Diploma/Equivalent required; Bachelor's degree preferred
- Currently a Registered Representative with CIRO or able to obtain registration through Edward Jones during the assigned study period
- At least 3-5 years of relevant experience in securities industry preferred
Benefits
We offer a competitive compensation package that includes bonus potential, RRSP, comprehensive health benefits, paid time off, and a culture of continuous improvement and professional development.
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