Financial Services Client Support Specialist

Apply financial services expertise and communication skills as an Edward Jones Service Specialist supporting branch teams from Mississauga, Ontario.
This Service Specialist role supports Financial Advisors, Branch Office Administrators, and clients through accurate, timely solutions. You will apply critical thinking, regulatory awareness, and knowledge of Edward Jones products and services. The work supports Service Excellence across Branch Team Support.
Key Responsibilities:

Resolve telephone and written inquiries from branch associates
Consider legal, regulatory, and firm risk variables
Provide accurate responses about products and services
Identify team and department process improvements
Support initiatives, projects, and process changes
Requirements:

At least three years of financial services experience
Excellent verbal and written communication skills
Strong computer skills and applicable systems knowledge
Ability to multitask and follow issues through resolution
Ability to learn and apply new information quickly
Use financial services knowledge, regulatory awareness, and communication skills to deliver accurate support for Edward Jones branch teams.

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