Client Experience Specialist

2 months ago


St Albert, Canada Edward Jones Full time

**Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team**.**

At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.

**Job Overview**

Position Schedule: Full-Time

Branch Address: 20 Perron Street, Unit 130, St Albert, AB T8N1E4

**If you're looking for a fulfilling career, **the Client Experience Specialist role at Edward Jones may be the right opportunity for you. The Client Experience Specialist works with multiple Financial Advisors in a branch office setting. The Client Experience Specialist 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. We don't often brag, but we're frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine¹ and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.

**We'll give you the support you need.**

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

- Training which includes mentoring, job shadowing, coaching and branch office visits

**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

**Key Responsibilities**
- 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
- The opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.

Hiring Minimum: $50223.00
Hiring Maximum: $60268.00

Read More About Job Overview

**Skills/Requirements**

**What characteristics would make you successful as a Client Experience Specialist?**
- 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

Read More About Skills/Requirements

**Awards & Accolades**

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

**About Us**

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,



  • St. Albert, Alberta, Canada beBee Professionals Full time $35,000 - $50,000

    We are seeking a Client Experience Specialist to join our team at beBee Professionals. As a key member of our team, you will be responsible for providing exceptional service to our clients, handling customer inquiries, and resolving issues.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide information about our products and...

  • Client Care Specialist

    2 months ago


    St. Albert, Alberta, Canada beBee Professionals Full time $30,000 - $45,000

    Job Title:Client Care SpecialistJob Summary:We are seeking a compassionate and dedicated Client Care Specialist to provide essential care to clients in St. Albert, Canada. As a Client Care Specialist, you will assist individuals with daily living activities, enhancing their quality of life and promoting independence.Key Responsibilities:Assist clients with...


  • St. Albert, Canada HUB International Full time

    Hi, we’re HUB Warranty! We are a dynamic and fast-paced innovative construction insurance brokerage offering and developing products and services that meet the ever-changing needs of our home building clients and industry. We represent 3 New Home Warranty brands with over 400,000 home inspections completed and countless homes protected. We focus on...


  • St. Albert, Canada HUB International Full time

    Hi, we’re HUB Warranty! We are a dynamic and fast paced innovative construction insurance brokerage offering and developing products and services that meet the ever-changing needs in our home building clients and industry. We represent 3 New Home Warranty brands with over 400,000 home inspections completed and countless homes protected. We focus on...


  • St. Albert, Canada 019986 Hub International Canada West ULC (Canada West) Full time

    Hi, we’re HUB Warranty! We are a dynamic and fast paced innovative construction insurance brokerage offering and developing products and services that meet the ever-changing needs in our home building clients and industry. We represent 3 New Home Warranty brands with over 400,000 home inspections completed and countless homes protected. We focus on...


  • St. Albert, Canada ATB Financial Full time

    **Our bottom line is different.** Listening to Albertans. Going deeper to understand who they are and where they are going. Translating the complex world of banking and investing into brilliantly simple solutions. Through all this, we believe we can create happiness. This is the ATB way. **Location**:108-150 Bellerose Drive St. Albert, Alberta T8N 8N8 **#...

  • Client Advisor

    3 months ago


    St. Albert, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to...


  • St. Catharines, Ontario, Canada TD Bank Full time

    TD Bank Job OverviewAt TD Bank, we're committed to delivering exceptional customer experiences. As a Customer Experience Associate - Client Service Specialist, you'll play a vital role in helping us achieve this goal.About the RoleThis is an exciting opportunity to join our team and contribute to the success of our customers. As a Customer Experience...

  • Client Advisor

    1 month ago


    St. Albert, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking,  As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC...


  • St. Albert, Canada Acera Insurance Services Ltd Full time

    We put our people first. As an employer of choice, Acera Insurance_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...

  • SEO Specialist

    7 months ago


    St. Albert, Canada Kre8tive Agency Full time

    **Kre8tive Agency**, a locally owned, St. Albert-based digital marketing agency, is looking for an experienced SEO Specialist to join their growing team. Hours will be part-time to start, with the possibility of more hours going forward, working 10 to 15 hours (between 9 am and 5 pm MST, Monday - Friday) per week. The successful SEO Specialist has extensive...


  • St. Albert, Alberta, Canada Events at Enjoy Full time

    About UsAt Events at Enjoy, we strive to deliver exceptional event experiences. Our team of professionals works tirelessly to ensure every detail is taken care of.Job OverviewWe are seeking a highly motivated Event Management Specialist to join our team. This role will be responsible for overseeing the successful execution of events, acting as the main point...

  • Nail Care Specialist

    7 hours ago


    St. Albert, Alberta, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a skilled Nail Care Specialist to join our team at beBee Professionals in St. Albert, Canada.About the RoleThis is a full-time position offering a competitive hourly wage with opportunities for tips and commission. As a Nail Care Specialist, you will provide exceptional manicures, pedicures, and nail enhancements, ensuring client satisfaction...


  • St. Thomas, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a Client Experience Representative to join our team at beBee Professionals. In this role, you will be responsible for providing exceptional support to our clients, handling customer inquiries, and resolving issues in a timely and professional manner.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide information...


  • Prince Albert, Saskatchewan, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a highly skilled Client Support Specialist to join our team at beBee Professionals. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, handling inquiries, and resolving issues.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide information...


  • St. Albert, Alberta, Canada Lifemark Health Group Full time

    Are you a motivated and skilled physiotherapist looking for a challenging and rewarding role? We have an exciting opportunity for a Physiotherapist Clinical Specialist to join our dynamic team at Lifemark Health Group, Canada's premier healthcare management organization.">About the RoleWe are seeking a qualified physiotherapist with experience in treating...

  • Employment Specialist

    6 months ago


    St. Albert, Canada Omnia Training Full time

    **Employment Specialist/Counsellor We are looking for highly motivated individuals as employment specialist! This role requires someone who is proficient in career development, job search strategies, and capable of addressing individual employment needs, motivating, and fostering resilience and growth in our clients. If you are an enthusiastic, resourceful...


  • St. Albert, Alberta, Canada Lifemark Health Group Full time

    Lifemark Health Group is seeking a skilled Physiotherapy Specialist to join our team at Lifemark - Active Physio Works in St. Albert, AB. As a dynamic and results-driven individual, you will have the opportunity to work alongside a multi-disciplinary team of clinicians who share your drive and passion for delivering exceptional patient care.About the RoleThe...

  • Client Care Specialist

    2 months ago


    St. Thomas, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    We are seeking a Client Care Specialist to provide essential care to clients in St. Thomas, Canada. In this role, you will assist individuals with daily living activities, enhancing their quality of life and promoting independence.Key Responsibilities:Assist clients with personal care, including hygiene, dressing, and mobility.Provide support with medication...


  • St. Albert, Canada Global Traffic Group Full time

    Global Traffic Group, a leader in developing innovative solutions for safer roadways and smarter, more efficient communities, is seeking a motivated and enthusiastic professional to deliver exceptional service and support to our clients. This is an ideal role for someone who excels in client-facing interactions and is eager to make a significant...