Client Experience Specialist - Mississauga
2 weeks ago

We are looking for a Client Experience Specialist to join our team.
You will be responsible for delivering excellent client service by anticipating client needs making it easier to do business with Edward Jones.
You will identify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clients.
You will utilize goals-based advice tools and contact plans, stewards the Online Access system for clients ensure ongoing partnership with clients by anticipating addressing resolving questions problems through communication preparation ensuring positive client experience.
+Responsibilities
+- Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones
- Identify potential opportunities with new existing clients prepare Financial Advisors discuss those potential opportunities clients
Job description
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