OverviewPosition Schedule:Full-TimeBranch Address: 72 Jutland Road, Suite 25, Etobicoke, ONRole purpose: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.Note: This description reflects the responsibilities and requirements of the Client Experience Specialist role at Edward Jones.ResponsibilitiesDelivers excellent client service by anticipating client needs and making it easier to do business with Edward Jones.Identifies potential opportunities with new and existing clients and prepares Financial Advisors to discuss those opportunities with clients.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 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.Compensation and BenefitsA 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.QualificationsHiring Minimum:$55,800.00Hiring Maximum:$68,900.00Skills/RequirementsCreative and open mindset to support an agile and continuous learning setting.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.Solid 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 RequirementsHigh School Diploma/Equivalent required.Associate's/Bachelor's degree or equivalent experience preferred.2+ years of customer service or financial services industry preferred.Equal OpportunityEdward 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

📌 Client Experience Specialist - $55,800 - $68,900 A Year (Toronto)
🏢 Edward Jones
📍 Toronto