Client Experience Specialist

Job Overview: Client Experience Specialist at Edward Jones

You're the kind of person who loves solving problems and building relationships - and that's exactly what makes you essential to our branch teams. As a Client Experience Specialist at Edward Jones, you'll be the first voice clients hear and the trusted resource they rely on. We'll give you the tools, training, and support to make a meaningful impact every day - on your clients, your team, and your future.

This full-time Client Experience Specialist role at Edward Jones, located at 72 Jutland Road, Suite 25, Etobicoke, ON, is a fulfilling career opportunity. The Client Experience Specialist works with multiple Financial Advisors in a branch office setting. This role drives client loyalty to Edward Jones and fosters the client relationship throughout their experience with the branch, helping ensure clients achieve their financial goals.

Our Client Experience Specialists are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. Edward Jones is frequently recognized and awarded as a top place to work, including 100 Best Companies to Work For® by FORTUNE magazine and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.

Support and Compensation

Our team will be there every step of the way, providing:

• Training which includes mentoring, job shadowing, coaching and branch office visits
• A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources

You can also expect:

• A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
• Paid time off, including vacation, sick, holidays and personal days
• A culture of continuous improvement and professional development
• The opportunity for merit increases as you progress in the role. The hiring range for this position is $55,800.00 to $68,900.00.

Key Responsibilities

• Delivers excellent client service by anticipating client needs, making it easier to do business with Edward Jones.
• Identifies potential opportunities with new and existing clients and prepares Financial Advisors to discuss those potential opportunities with clients.
• Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients.
• Ensures ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experience.
• Performs office administration duties which may include: answering incoming phone calls and greeting clients, maximizing each in-person client visit, managing service requests, faxes, and emails, maintaining branch-office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating word processing documents and spreadsheets.

Skills and Requirements

Successful Client Experience Specialists typically possess the following characteristics:

• Creative and open mindset to support an agile and continuous learning environment.
• Ability to be proactive, incorporate feedback, and adapt to changes.
• Critical thinking and analytic skills to anticipate, identify, and solve ongoing needs.
• Strong understanding and continued research of a variety of financial products.
• Strong time management skills with the capacity to work with multiple Financial Advisors, branch offices, and clients to balance priorities in a fast-paced, deadline-driven environment.
• Detail-oriented and organized with the ability to ensure a high standard of accuracy.
• Ambitious self-starter comfortable identifying and creating opportunities for efficiency.
• Strong computer skills and an aptitude to quickly learn new software.

Job Requirements:

• High School Diploma/Equivalent required.
• Associate's/Bachelor's degree or equivalent experience preferred.
• 2+ years of customer service or financial services industry preferred.

Key skills/competency

• Client Service
• Relationship Management
• Financial Services
• Office Administration
• Problem Solving
• Communication Skills
• Time Management
• Detail-Oriented
• CRM Software
• Data Entry