03 Oct
|
Edward Jones
|
Mississauga
03 Oct
Edward Jones
Mississauga
Join a financial services firm where your contributions are valued. We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
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Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. We are seeking a highly motivated and experienced Senior Service Specialist to support the evolving needs of the Canada Service team through integration and ongoing servicing.
This role offers a unique opportunity to help shape a newly established service model, while providing exceptional support to internal and external clients. The successful candidate will act as a key resource for the team by managing complex inquiries, supporting the continued development of processes, and helping to build operational knowledge within the service team. In addition to servicing client and advisor inquiries, this individual will serve as a mentor and coach to team members, provide guidance on escalated situations, and contribute to process improvements as the new function evolves.
Answer routine and non‑routine incoming calls and/or written requests from branches, drawing on multiple information sources and past experience in order to provide a qualified level of service. Associate will not provide recommendations on the suitability of investments as it pertains to clients. Maintain performance standards and expectations, while increasing contribution to department initiatives.
A Senior Service Specialist may be responsible for meeting leadership, work direction, training or other management responsibilities at the direction of or in the absence of the team leader.
Expected to support Branch and Order Service teams as needed Get trained on all call types including any new projects Education/Certification Completion of Post- secondary education is preferred. Excellent verbal/written communication skills - Must be able to successfully support callers and peers with complex solutions while providing extraordinary service, clearly communicate regulatory requirement/ financial tax processes, and have the confidence to get the job successfully completed.High proficiency in procedures and systems used by the department(s) with whom Service has a dependency is required Superior level of knowledge within the team with the areas we support.
Strong computer skills are required. The position requires knowledge of applicable Edward Jones systems and external industry software.
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Jones, we are building a place where everyone feels like they belong.
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Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D; coverage. Short- and long-term disability, basic life, and basic AD&D; coverage are provided at no cost to associates.
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Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
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Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program.
📌 Senior Service Specialist (Contract) (Mississauga)
🏢 Edward Jones
📍 Mississauga