Client Experience Specialist

1 month 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:

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