Position Schedule Full-TimeBranch Address 340 Midpark Way Se, Suite 205, Calgary, ABIf you're looking for a fulfilling career,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.Support & CompensationTraining which includes mentoring, job shadowing, coaching and branch office visitsA support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resourcesA compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefitsPaid time off, including vacation, sick, holidays and personal daysA culture of continuous improvement and professional developmentKey ResponsibilitiesDelivers excellent client service by anticipating client needs making it easier to do business with Edward JonesIdentify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clientsUtilizes goals-based advice tools and contact plans, and stewards the Online Access system for clientsEnsure ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experiencePerforms office administration duties: 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 spreadsheetsThe opportunity for merit increases as you progress in the role. Hiring Range below is a subset of the total salary range.Hiring Range Hiring Minimum:$53,100.00Hiring Maximum:$58,600.00Skills / RequirementsCreative and open mindset to support an agile and continuous learning environmentAbility to be proactive, incorporate feedback, and adapt to changesCritical thinking and analytic skills to anticipate, identify, and solve ongoing needsStrong understanding and continued research of a variety of financial productsStrong 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 environmentDetail-oriented and organized with the ability to ensure a high standard of accuracyAmbitious self-starter comfortable identifying and creating opportunities for efficiencyStrong computer skills and an aptitude to quickly learn new softwareJob RequirementsHigh School Diploma/Equivalent requiredAssociate's/Bachelor's degree or equivalent experience preferred2+ years of customer service or financial services industry preferredEdward 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