Client Experience & Operations Specialist

Edward Jones; Summerland; On-site; CAD 45,000 - 51,000; Full time

Job summary

A financial services firm is seeking a full-time Branch Office Administrator to support client accounts and ensure a positive experience. You will interact with clients via phone and in person, handling inquiries and maintaining records. The role offers a comprehensive training program and a chance to grow in a supportive work environment. Enjoy competitive compensation and a benefits package that includes profit-sharing and vacation time. Join a team focused on improving the lives of clients and communities.

Benefits

Comprehensive health benefits

Paid time off

Profit sharing

Qualifications

• Provide exceptional service to clients via calls, email, and in-person.
• Learn the financial services industry including account management.
• Handle administrative tasks and support marketing initiatives.

Responsibilities

• Respond to inquiries and resolve client issues for exceptional service.
• Process account transactions and maintain accurate client records.
• Prepare materials for meetings and manage correspondence.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Tools

MoneyGuide

Salesforce

Microsoft Office

Job description

A financial services firm is seeking a full-time Branch Office Administrator to support client accounts and ensure a positive experience. You will interact with clients via phone and in person, handling inquiries and maintaining records. The role offers a comprehensive training program and a chance to grow in a supportive work environment. Enjoy competitive compensation and a benefits package that includes profit-sharing and vacation time. Join a team focused on improving the lives of clients and communities.