Job Description
Join Edward Jones as a full-time Client Experience Specialist in Calgary, AB, where your focus on client engagement will enhance service quality and satisfaction for multiple Financial Advisors.
As a Client Experience Specialist, you will foster client loyalty through exceptional service and attention to their evolving financial needs. Collaborate with Financial Advisors to identify strategic opportunities while managing office operations effectively. You'll be positioned in a supportive network with various resources aimed at facilitating continuous learning and professional growth.
Key Responsibilities: • Ensure excellent service by addressing client questions • Identify and prepare opportunities for Financial Advisors • Maintain organization in office administration tasks • Utilize technology for goals-based financial planning • Assist clients through effective communication methods
Requirements: • Required: High School Diploma; degree preferred • At least...
As a Client Experience Specialist, you will foster client loyalty through exceptional service and attention to their evolving financial needs. Collaborate with Financial Advisors to identify strategic opportunities while managing office operations effectively. You'll be positioned in a supportive network with various resources aimed at facilitating continuous learning and professional growth.
Key Responsibilities: • Ensure excellent service by addressing client questions • Identify and prepare opportunities for Financial Advisors • Maintain organization in office administration tasks • Utilize technology for goals-based financial planning • Assist clients through effective communication methods
Requirements: • Required: High School Diploma; degree preferred • At least...
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