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Client Relationship Manager

Edward Jones
Quakertown, PA Full Time
POSTED ON 3/10/2025 CLOSED ON 4/7/2025

What are the responsibilities and job description for the Client Relationship Manager position at Edward Jones?

At Edward Jones, we're committed to building a culture of continuous improvement and professional development. As a Branch Office Administrator, you'll play a vital role in helping our clients achieve their long-term financial goals.

About the Role

We're looking for a skilled and motivated individual to join our team as a Branch Office Administrator. In this role, you'll work closely with our Financial Advisors to deliver exceptional personalized service to our clients.

Responsibilities

  • Deepen and broaden client relationships through active listening and situation awareness
  • Identify opportunities to create efficiency and implement process improvements
  • Work independently and manage multiple priorities in a deadline-driven environment
  • Maintain proficiency in current and new office technology

Benefits

We offer a comprehensive compensation package that includes:

  • Medical and prescription drug coverage
  • Dental and vision coverage
  • Voluntary benefits, such as accident, hospital indemnity, and critical illness coverage
  • Short- and long-term disability coverage
  • Basic life and basic AD&D coverage
  • A 401(k) retirement plan and tax-advantaged accounts
  • Ten paid holidays and 15 days of vacation

About Us

At Edward Jones, we're proud to be a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're committed to making a positive impact on the lives of our clients and colleagues.

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