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Client Experience Specialist

Edward Jones
London, CAN
Full-time
Entry
Onsite
CAD 52400-57900 yearly / year
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Position Schedule

  • Full-Time
  • Branch Address: 2386 Main Street, London, ON
  • 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
  • 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
  • Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones
  • Identify potential opportunities with new and existing clients and prepare 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
  • Ensure 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
  • The opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.
  • Hiring Minimum: $52400.00
  • Hiring Maximum: $57900.00

Skills/Requirements

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

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