Client Experience Specialist

Client Experience Specialist

The Client Experience Specialist works with multiple Financial Advisors in a branch office setting to drive client loyalty and foster client relationships, ensuring clients achieve their financial goals.

Support and Benefits

Our team provides training including mentoring, job shadowing, coaching and branch office visits, as well as a support network that extends beyond your branch office via phone, email and firm intranet resources.

Expect a compensation package that includes bonus potential, 401k (US) and Group RRSP (Canada), comprehensive health benefits, paid time off (vacation, sick, holidays, personal days), and a culture of continuous improvement and professional development.

Key Responsibilities

• Delivers excellent client service by anticipating client needs.
• Identifies potential opportunities with new and existing clients and prepares Financial Advisors to discuss them.
• Utilizes goals based advice tools and contact plans, and stewards the Online Access system for clients.
• Ensures ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experience.
• Performs office administration duties such as answering incoming phone calls, greeting clients, maximizing in person client visits, managing service requests, faxes and emails, maintaining branch office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating word processing documents and spreadsheets.

Qualities for Success

• Creative and open mindset to support an agile and continuous learning environment.
• Proactive, incorporates feedback, and adapts 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 balance priorities in a fast paced, deadline driven environment.
• Detail oriented and organized with a high standard of accuracy.
• Ambitious self starter comfortable identifying and creating opportunities for efficiency.
• Strong computer skills and aptitude to quickly learn new software.

Job Requirements

• High school diploma/equivalent required.
• Associate's/bachelor's degree or equivalent experience preferred.
• Two plus years of customer service or financial services industry preferred.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.