Job Title

Position Schedule: Full-Time Branch Address: 40 Weber Street East, Suite 102, Kitchener, ON The Client Experience Specialist works with multiple Financial Advisors in a branch office setting. The role drives client loyalty and fosters client relationships throughout their experience with the branch, ensuring clients achieve their financial goals. Support We Provide Training, including 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 Benefits A compensation package that includes bonus potential, 401(k) (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 opportunities 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: 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 Skills/Requirements 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 work with multiple Financial Advisors, branch offices, and clients in a fast-paced, deadline-driven environment Detail-oriented and organized with the capacity to ensure 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 Associates/Bachelors degree or equivalent experience preferred 2+ years of customer service or financial services industry preferred Salary Hiring Minimum: $52,400.00 Hiring Maximum: $57,900.00 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. #J-18808-Ljbffr