Client Experience Specialist - Etobicoke, ON

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      "Value": "<strong>If you’re looking for a fulfilling career, </strong>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.&nbsp;<br><br>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&nbsp;and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.<br><br><strong>We'll give you the support you need.</strong><br><br><strong>Our team will be there every step of the way, providing:</strong><ul><li>Training which includes mentoring, job shadowing, coaching and branch office visits</li><li>A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources</li></ul><strong>You can also expect…</strong><ul><li>A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits</li><li>Paid time off, including vacation, sick, holidays and personal days</li><li>A culture of continuous improvement and professional development</li></ul><strong>Key Responsibilities</strong><ul><li>Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones</li><li>Identify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clients</li><li>Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients</li><li>Ensure ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experience</li><li>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</li></ul>",
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