Client Experience Specialist - London, ON
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Key skills for this role
Role Overview
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
Key Skills for This Role
Full Job Posting
Opportunity Overview
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
Position 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
BOA Canada Salary
- The opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.
About Edward Jones
Financial services firm providing wealth management and investment advice.
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