Client Services Specialist II – Financial Services

Edward Jones; Mississauga; On-site; CAD 45,000 - 60,000; Full time

Job summary

Edward Jones invites applications for a Canada Service Team role as a Service Specialist. You will join the branch team support unit and help deliver an ideal client experience by resolving inquiries accurately and efficiently.

The role requires a minimum of 3 years in financial services, excellent communication, and the ability to manage complex questions while adhering to regulatory guidelines. Hours are Monday–Friday 10am–7pm CST, with training hours varying.

Qualifications

• 3+ years in financial services or Edward Jones
• Excellent verbal/written communication skills
• Ability to handle complex inquiries while explaining regulatory requirements clearly
• Strong multitasking and teamwork capabilities

Responsibilities

• Provide accurate solutions to inquiries from Financial Advisors and Client Support Team
• Address calls and written correspondence with attention to regulatory guidelines and risk to the firm
• Have knowledge of Edward Jones products and services to answer questions reliably
• Strive for world-class client service aligned with performance measures
• Support new initiatives and process changes within the team/department
• Identify opportunities to improve team/department operations

Skills

Excellent verbal/written communication

Financial services experience

Multitasking

Team collaboration

Problem solving

Tools

Edward Jones systems

CRM software

Job description

Edward Jones invites applications for a Canada Service Team role as a Service Specialist. You will join the branch team support unit and help deliver an ideal client experience by resolving inquiries accurately and efficiently.

The role requires a minimum of 3 years in financial services, excellent communication, and the ability to manage complex questions while adhering to regulatory guidelines. Hours are Monday–Friday 10am–7pm CST, with training hours varying.