Client Service Specialist

6 days ago


Granby, Quebec, Canada Edward Jones Full time
Client Relationship Expertise

As a Client Service Specialist at Edward Jones, you will play a critical role in helping clients achieve their long-term financial goals. This position requires strong relationship-building skills, as you will be the primary point of contact for clients and work closely with Financial Advisors to provide exceptional service.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to understand their needs and preferences
  • Work closely with Financial Advisors to provide tailored solutions and recommendations
  • Assist clients with daily transactions and administrative tasks
  • Identify opportunities to create efficiency and improve client satisfaction

What We Offer

At Edward Jones, we are committed to providing our associates with the support and resources they need to succeed. As a Client Service Specialist, you can expect:
  • A comprehensive 6-month training program to help you develop your skills and knowledge
  • A wide support network that extends from your branch office to your region to the home office
  • Ongoing professional development and opportunities for advancement

Requirements

To be successful in this role, you will need:
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in current and new office technology
  • Willingness to learn and adapt to changing situations

Benefits

We offer a competitive compensation package, including bonus potential, profit sharing, and comprehensive health benefits.

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