Senior Transition Specialist Case Manager

Edward Jones; Mississauga; On-site; CAD 18,000 - 34,000; Part time

Job summary

Edward Jones in Mississauga is seeking a part-time Senior Transition Specialist Case Manager to support client transitions from start to finish, ensuring a smooth handoff for branches during advisor changes, relocations, or branch transitions. The role focuses on reducing risk, enabling branch teams to meet with clients, and delivering an ideal client experience.

The position requires a Bachelor's degree in business or related field and 2-5 years in financial services, with experience in Product

Qualifications

• Bachelor's degree in business or related field or equivalent work experience.
• 2-5 years of financial service experience.
• 2-5 years of Product and Sales, Sales Training and Development, or other departments requiring a license.

Responsibilities

• Demonstrates a high degree of precision during client account movement to mitigate risk and stay compliant.
• Serve as liaison and SME on multiple topics and own/lead large department objectives.
• Coordinate with branches to support client transitions and ensure a positive client experience.
• Provide coaching and guidance through various communication channels to branches and teams.
• Assist leadership in developing and executing team strategies and measures.

Skills

Financial services experience

Product and Sales experience

Sales training experience

Education

Bachelor's degree in business or related field or equivalent work experience

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

The Senior Transition Specialist Case Manager is responsible for monitoring and supporting branch teams from the start of the client transition plan through completion to ensure a smooth transition of clients, including high profile transitions. The Case Manager ensures Edward Jones provides the support necessary for the branch team to focus their time and effort on meeting with clients. Case Managers work with branches in transition due to a financial advisor leaving the firm, relocating or assuming responsibility of a transition branch. The Case Manger will serve as the "primary contact" for the Branch Team Support Member for any issues that would interfere with their ability to focus on working with clients to deliver a more "ideal client experience" which will improve client retention.

Key Responsibilities:

• Demonstrates a high degree of precision during client account movement to mitigate risk to keep us compliant with our industry regulator.
• Answer integrated compensation questions and demonstrate seasoned judgement when escalations are necessary. Can identify, understand, and articulate veteran FA, BOA and recipient compensation concepts. Responsible for answering complex and integrated recipient compensation questions around P&L, salary, and the effects of commission adjustments
• Own/lead large impact department objectives and projects with some firm-wide scope
• Serves as liaison and advocate, and lead as a subject matter expert representing the entire department;SME on multiple topics.
• Monitoring and proactively empowering branches with tools and resources that foster success in the branch
• Ability to handle client transitions that have a high level of conflict resolution or complexity, utilizing personalized messaging to fit the interaction or conversation, diffuse volatile situations and identify red flags when branch can't self-identify potential conflict. Supports peers during escalations
• Conduct proactive and reactive branch team touchpoints while developing relationships to deliver a positive branch experience, in both one on one and one to many coaching and guidance touchpoints through a variety of communication channels
• Understanding and analyzing issues from multiple points of view to determine the best possible outcomes for clients, branch teams and the firm.
• Partnering and collaborating with other home office departments to ensure client transition plans are executed in an efficient manner.
• Using sound judgement to know when to seek assistance from a leader or Partner as potential issues become more complex
• Utilizing conflict resolution and collaborative skills to address challenging situations while identifying positive outcomes that maintain the integrity of CT plans
• Gathering feedback and identifying opportunities to enhance the branch team and client experience
• Assists leadership in building out team strategies and measurements, along with execution of strategies
• Ability to handle routine and non-routine client transition plans

Education and Experience:

• Bachelor's degree in business or related field or equivalent work experience
• 2-5 years of financial service experience
• 2-5 years of experience in Product and Sales, Sales Training and Development, or other departments requiring a license.

** Please note that this is a part time role with an average of 16-20 hours per week and for a contract term until on or around December 31st unless further extended.

At Edward Jones, we are building a place where everyone feels like they belong.

We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being.

Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing.

The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate.