Client Experience Coordinator

Position: Client Experience Coordinator at Edward Jones
Location: Carleton Place

Make a positive impact as a Client Experience Specialist with Edward Jones in a dynamic branch setting. Utilize your skills to boost client loyalty and streamline financial advice processes.

As part of Edward Jones, a renowned Fortune 500 firm, your role involves enhancing the client experience through effective communication and proactive solutions. You will partner closely with Financial Advisors, identifying opportunities and resolving client issues seamlessly. This position blends service excellence with professional development in a supportive environment.

Key Responsibilities:

• Anticipate and address client service needs

• Facilitate discussions between clients and Financial Advisors

• Manage client communications through various channels

• Assist with office administration and reporting duties

• Maintain accurate branch records and manage supplies

Requirements:

• High School Diploma/Equivalent required

• Preferred:
Associate's/Bachelor's degree

• 2+ years in customer service or finance

• Strong critical thinking and adaptability

• Excellent organizational skills for multi-tasking

Join Edward Jones and help shape meaningful client relationships through exceptional service.
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