Client Relationship Advocate

4 weeks ago

Burnaby, British Columbia, Canada Edward Jones Full time
About Edward Jones
At Edward Jones, we prioritize our clients and their financial well-being. As a privately-owned financial services firm, we focus on building lasting relationships with our clients rather than maximizing shareholder profits. With a strong presence across the U.S. and Canada, we are committed to enhancing the lives of our clients and communities.

Role Overview
The Client Experience Specialist plays a crucial role in our branch offices, collaborating with multiple Financial Advisors to enhance client loyalty and satisfaction. This position is designed for individuals who are passionate about fostering strong client relationships and helping clients achieve their financial objectives.

Key Responsibilities
  • Provide exceptional client service by proactively addressing client needs and streamlining their experience with Edward Jones.
  • Identify and prepare potential opportunities for new and existing clients, equipping Financial Advisors with the necessary insights for discussions.
  • Utilize tools for goals-based advice and manage client interactions through the Online Access system.
  • Maintain ongoing communication with clients to resolve inquiries and ensure a positive experience.
  • Handle various administrative tasks, including managing incoming calls, greeting clients, and maintaining branch records.

Qualifications for Success
  • A creative mindset that embraces continuous learning and adaptability.
  • Strong analytical skills to identify and address client needs effectively.
  • Excellent time management abilities to balance multiple priorities in a dynamic environment.
  • Detail-oriented with a commitment to accuracy in all tasks.
  • Proficient in computer skills with a willingness to learn new software quickly.

Education and Experience
  • High School Diploma or equivalent is required.
  • Preferred: Associate's or Bachelor's degree or equivalent experience.
  • Preferred: 2+ years of experience in customer service or the financial services sector.

At Edward Jones, we are dedicated to creating an inclusive environment where every associate feels valued and recognized for their contributions.

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