Client Experience Specialist

Job Responsibility: Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team . At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals. Job Overview Position Schedule: Full-Time Branch Address: 3764 Third Avenue, Smithers, BC V0J2N0 If you're looking for a fulfilling career , the Client Experience Specialist role at Edward Jones may be the right opportunity for you. The Client Experience Specialist works with multiple Financial Advisors in a branch office setting. The Client Experience Specialist drives client loyalty to Edward Jones and fosters the client relationship throughout their experience with the branch, helping ensure clients achieve their financial goals. Our Client Experience Specialists are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We don't often brag, but we're frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine1 and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign. We'll give you the support you need. Our team will be there every step of the way, providing:

• Training which includes mentoring, job shadowing, coaching and branch office visits
• A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources

You can also expect...

• A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
• Paid time off, including vacation, sick, holidays and personal days
• A culture of continuous improvement and professional development

Key Responsibilities

• Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones
• Identify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clients
• Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients
• Ensure 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 which may include: answering incoming phone calls and greeting clients, maximizing each in-person client visit, 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

• The opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.

Hiring Minimum: $45894.00 Hiring Maximum: $55073.00 Skills/Requirements What characteristics would make you successful as a Client Experience Specialist?

• Creative and open mindset to support an agile and continuous learning environment
• Ability to be proactive, incorporate feedback, and adapt 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 work with multiple Financial Advisors, branch offices, and clients to balance priorities in a fast-paced, deadline-driven environment
• Detail-oriented and organized with the ability to ensure a high standard of accuracy
• Ambitious self-starter comfortable identifying and creating opportunities for efficiency
• Strong computer skills and an aptitude to quickly learn new software

Job Requirements

• High School Diploma/Equivalent required
• Associate's/Bachelor's degree or equivalent experience preferred
• 2+ years of customer service or financial services industry preferred

Awards & Accolades U.S. Awards/Accolades: We don't often brag, but we're frequently recognized and awarded:

• Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Place to Work® and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Fortune's 100 Best Companies to Work For® , published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
• Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ+ Equality
  • 2022 Best Places to Work For LGBTQ+ Equality , Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.
• For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.
  • 2000-2022 Training Magazine Training Apex Award , published January-March each year, data as of September of prior year, an application fee was required for consideration.

Canada Awards/Accolades: For the 20th consecutive year, Edward Jones has been named on the Kincentric 2021 List of Best Employers in Canada, published in the Financial Post. Edward Jones is once again in the top 25% of employee engagement. 2022 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation. About Us At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. Edward Jones is an equal opportunity employer, committed to developing an inclusive culture. We believe that diverse ideas, opinions and perspective are good for building business. 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. #LI-BOA