Senior Service Specialist — Client & Team Coach (Finance)

Edward Jones; Mississauga; On-site; CAD 60,000 - 80,000; Full time

Job summary

Edward Jones in Mississauga, ON is seeking a Senior Service Specialist to provide telephone and written support to branches, teammates, and operations, delivering timely, accurate guidance on operational, product, compliance and system inquiries.

You will coach teammates, handle escalations, identify trends to improve procedures, and work in a fast-paced, team-oriented environment while maintaining regulatory requirements and high service standards.

Qualifications

• Minimum 5 years of experience in the financial services industry or with Edward Jones.
• Excellent verbal and written communication skills.
• Ability to respond to written correspondence clearly, with correct grammar and format.
• Must be able to multi-task and follow up to take issues to resolution.
• Fast-paced, team-oriented environment with the ability to learn and apply new information.

Responsibilities

• Provide telephone and written support to branches, teammates, other Service areas, and Operations teams in a reliable, timely and friendly manner on operational, product, compliance and system inquiries.
• Act as a coach to teammates by providing training in one-on-one, group and assist line settings.
• Assist with escalations and problem resolution to meet branch and client needs quickly and efficiently.
• Identify trends with the goal of simplifying procedures and improving service, and collaborate with other teams.
• Maintain adherence to policies and procedures that change frequently due to regulatory changes and new services.
• Delegate workflow and develop leadership skills within the team.
• Respond to written correspondence clearly and pleasantly using correct grammar and format.

Skills

Verbal communication

Written communication

Multi-tasking

Team coaching

Customer service

Tools

Edward Jones systems

External industry software

Job description

Edward Jones in Mississauga, ON is seeking a Senior Service Specialist to provide telephone and written support to branches, teammates, and operations, delivering timely, accurate guidance on operational, product, compliance and system inquiries.

You will coach teammates, handle escalations, identify trends to improve procedures, and work in a fast-paced, team-oriented environment while maintaining regulatory requirements and high service standards.