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Client Success Coordinator

1 month ago


Dorval, Quebec, Canada Edward Jones Full time

We are looking for a highly motivated and detail-oriented Client Success Coordinator to join our team. As a Client Success Coordinator, you will play a critical role in delivering exceptional personalized service to our clients, ensuring they feel understood and informed throughout their financial journey.

About the Role

This is a full-time position that requires a strong ability to work independently, manage multiple priorities, and drive marketing activities such as planning and executing events. You will be responsible for actively listening for situations in our clients' lives that may indicate a need for additional services and identifying opportunities to create efficiency.

As a valued member of our team, you will have the opportunity to work with a wide support network that extends from your branch office to your region to the home office. Our comprehensive 6-month training program includes an experienced peer to help mentor you, and we offer a competitive compensation package that includes bonus potential, profit sharing, and comprehensive health benefits.

Key Responsibilities
  • Delve into client relationships to understand their needs and preferences
  • Collaborate with financial advisors to develop strategies for achieving client goals
  • Analyze data to identify trends and areas for improvement
  • Plan and execute events to promote client engagement
  • Monitor and maintain accurate records of client interactions
What We Offer

We are proud to offer a dynamic and inclusive work environment where everyone's unique viewpoints are valued and contribute to achieving results. Our company culture emphasizes continuous improvement, professional development, and respect for individuals.

Compensation and Benefits

The estimated salary for this position is between $40,738 and $54,317 per year, depending on experience and qualifications. We also offer a range of benefits, including paid time off, comprehensive health insurance, and a rewards program that recognizes individual efforts.