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Client Engagement Specialist

3 months ago

Vancouver, British Columbia, Canada Edward Jones Full time
Position Overview

Become a vital part of a financial services organization that values your input and contributions.

At Edward Jones, we strive for a positive impact that enhances the lives of our clients and colleagues, while also uplifting our communities and society as a whole.

We pride ourselves on being an innovative, adaptable, and inclusive workplace that attracts, nurtures, and inspires excellence and a sense of belonging.

As a Client Engagement Specialist, you will collaborate with multiple Financial Advisors in a branch office environment.

Key Responsibilities

Your role will be instrumental in cultivating client loyalty and nurturing the client relationship throughout their journey with the branch, ensuring they meet their financial aspirations.

  • We appreciate diverse perspectives that contribute to outstanding results and enhance the lives of our clients.
  • Receive comprehensive training that includes mentoring, job shadowing, coaching, and branch office interactions.
  • Access a support network that extends beyond your immediate branch, including home office assistance through various communication channels.
  • Enjoy paid time off, which encompasses vacation, sick leave, holidays, and personal days.
  • Utilize goal-oriented advisory tools and client contact plans, while managing the Online Access system for clients.
  • Perform administrative tasks, such as answering incoming calls, welcoming clients, optimizing in-person visits, handling service requests, managing correspondence, maintaining records, ordering supplies, processing expenses, compiling reports, and creating documents and spreadsheets.
Qualifications

We seek individuals with a creative and open mindset to foster an agile and continuous learning environment.

Strong computer skills and the ability to quickly adapt to new software are essential.

An Associate's or Bachelor's degree, or equivalent experience, is preferred.

At Edward Jones, we are committed to creating an environment where everyone feels they belong. We uphold a policy of non-discrimination based on race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other legally protected status.