Client Experience Specialist

5 months ago

Ottawa, 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: 2781 Lancaster, Suite 102, Ottawa, ON K1B1A7

**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

**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

**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

**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, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:

  • Client Experience Specialist

    4 days ago

    Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are committed to delivering exceptional client experiences and building lasting relationships. As a Client Experience Specialist, you will play a key role in creating a positive and memorable experience for our clients.Key ResponsibilitiesWelcome and engage clients proactively, using empathy and hospitality-like...

  • Client Experience Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Job Title: Client ConciergeWe are seeking a highly organized and detail-oriented Client Concierge to join our team at Kevin Carruthers - Desjardins Insurance Agent. As a Client Concierge, you will play a vital role in supporting our agency's efforts to deliver exceptional client experiences.Key Responsibilities:Greet clients and provide exceptional customer...

  • Client Experience Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Job Title: Client ConciergeWe are seeking a highly organized and detail-oriented Client Concierge to join our team at Kevin Carruthers - Desjardins Insurance Agent. As a Client Concierge, you will play a vital role in supporting our agency's efforts to deliver exceptional client experiences.Key Responsibilities:Greet clients and provide exceptional customer...

  • Client Experience Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Job Title: Client ConciergeWe are seeking a highly organized and detail-oriented Client Concierge to join our team at Kevin Carruthers - Desjardins Insurance Agent. As a Client Concierge, you will play a vital role in supporting our agency in delivering exceptional client experiences and driving sales growth.Key Responsibilities:Greeting and Welcoming...

  • Client Experience Specialist

    4 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Job Title: Client ConciergeWe are seeking a highly organized and detail-oriented Client Concierge to join our team at Kevin Carruthers - Desjardins Insurance Agent. As a Client Concierge, you will play a vital role in supporting our agency in delivering exceptional client experiences and driving sales growth.Key Responsibilities:Greeting and Welcoming...

  • Corporate Receptionist

    3 weeks ago

    Ottawa, Ontario, Canada Investment Planning Counsel Full time

    At Investment Planning Counsel, we are seeking a highly skilled Corporate Receptionist to join our team. As the primary point of contact for our clients and teams, you will embody our commitment to exceptional client service.The role of the Corporate Receptionist is multifaceted, requiring a warm and welcoming demeanor, excellent communication skills, and...

  • Corporate Receptionist

    2 weeks ago

    Ottawa, Ontario, Canada Investment Planning Counsel Full time

    At Investment Planning Counsel, we are seeking a highly skilled Corporate Receptionist to join our team. As the primary point of contact for our clients and teams, you will embody our commitment to exceptional client service.The role of the Corporate Receptionist is multifaceted, requiring a warm and welcoming demeanor, excellent communication skills, and...

  • Client Experience Ambassador

    3 weeks ago

    Ottawa, Ontario, Canada Kevin Carruthers - Desjardins Insurance Agent Full time

    Job OverviewThis role of the Client Concierge / Sales Administrator is to support our Agency in our efforts to elevate our Client Experience and set us apart from the Competition. The Client Concierge / Sales Administrator will be responsible for greeting clients that enter our facility, as well as supporting the entire team with email monitoring and...

  • Corporate Receptionist

    3 weeks ago

    Ottawa, Ontario, Canada Investment Planning Counsel Full time

    At Investment Planning Counsel, we are seeking a highly skilled Corporate Receptionist to join our team. As the primary point of contact for our clients and teams, you will embody our commitment to exceptional client service.The role of the Corporate Receptionist is multifaceted, requiring a unique blend of administrative, communication, and interpersonal...

  • Customer Experience Investigator

    4 weeks ago

    Ottawa, Ontario, Canada C3 Client Satisfaction Full time

    Job Title: Mystery ShopperWe are seeking a detail-oriented and observant individual to join our team as a Mystery Shopper. As a Mystery Shopper, you will be responsible for evaluating customer service and store environments in shopping centres or malls.Key Responsibilities:Evaluate customer service and store environmentsProduce reports on your...

  • Customer Experience Investigator

    4 weeks ago

    Ottawa, Ontario, Canada C3 Client Satisfaction Full time

    Job Title: Mystery ShopperWe are seeking a detail-oriented and observant individual to join our team as a Mystery Shopper. As a Mystery Shopper, you will be responsible for evaluating customer service and store environments in shopping centres or malls.Key Responsibilities:Evaluate customer service and store environmentsProduce reports on your...

  • Client Service Specialist

    5 months ago

    Ottawa, Canada BMS Canada Risk Services Ltd. Full time

    **Position Title**: Client Service Specialist **Location**: Ottawa, ON **(This is an office based role)** **We require a French Speaker for this role.** **Summary of Position**: BMS is a specialist Insurance Brokerage and we are hiring a full-time Client Service Specialist to join our award-winning team. As a Client Service Specialist, you will be exposed...

  • Client Success Specialist

    5 months ago

    Ottawa, Canada Agility PR Solutions Full time

    **Title**: Client Success Specialist **Department**:Global Services (SaaS Client Success & Support) **Reports to**:Global Client Success Team Manager **Language**:Fluent in English (written and verbal). French and/or Spanish an asset. **Location**:Ontario remote **Background** Agility PR Solutions provides today’s communicators with powerful and...

  • Customer Experience Specialist

    3 weeks ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Customer Experience SpecialistbeBee Professionals is looking for a Customer Experience Specialist to provide exceptional customer service to our clients in Ottawa. The successful candidate will have a minimum of two years of customer service experience and excellent communication and interpersonal skills.The ideal candidate will be responsible for responding...

  • Customer Experience Specialist

    3 weeks ago

    Ottawa, Ontario, Canada beBee Professionals Full time

    Customer Experience SpecialistBeBee Professionals is looking for a Customer Experience Specialist to provide exceptional customer service to our clients. The successful candidate will have a minimum of two years of customer service experience and excellent communication and interpersonal skills.Key Responsibilities:Provide excellent customer service to...

  • Client Success Specialist

    1 month ago

    Ottawa, Ontario, Canada Agility PR Solutions Full time

    About Agility PR SolutionsWe're a leading provider of media outreach, monitoring, and measurement solutions for today's communicators. With almost twenty years of experience, we've helped clients across industries and continents discover relevant journalists and influencers, make meaningful connections with the media, amplify their stories, monitor media...

  • Client Success Specialist

    1 month ago

    Ottawa, Ontario, Canada Agility PR Solutions Full time

    About Agility PR SolutionsWe're a leading provider of media outreach, monitoring, and measurement solutions for today's communicators. With almost twenty years of experience, we've helped clients across industries and continents discover relevant journalists and influencers, make meaningful connections with the media, amplify their stories, monitor media...

  • Client Care Specialist

    2 months ago

    Ottawa, Canada Aqua-Tots Swim Schools Kanata Full time

    **Company Description** We are Aqua-Tots Swim Schools, the first of its kind swim facility designed solely with children in mind! With 140 schools open worldwide, we are dedicated to our team of employees and offer a fun, team-oriented environment with great individuals who have a passion for working with children, their families and their community. An...

  • Client Success Specialist

    5 months ago

    Ottawa, Canada Agility PR Solutions Full time

    Who we are: Agility PR Solutions provides today’s communicators with powerful and intuitive media outreach, monitoring, and measurement solutions. For almost twenty years, Agility has helped clients from across industries and continents discover relevant journalists and influencers, make meaningful connections with the media, amplify their stories,...

  • Client Experience Manager

    7 months ago

    Ottawa, Canada Le Petit Salon Full time

    **ROLE OVERVIEW** As the Client Experience Manager at Le Petit Salon, your mission is to cultivate an exceptional salon atmosphere that stands out in the beauty industry. This role goes beyond managing operations and dives into creating an environment where each client's visit is not just an appointment but a high-end and personalized retreat. Your...