Join a financial services firm where your contributions are valued. 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.

Edward

Jones associates are seen, heard, respected, and supported. View our Purpose, Inclusion and Citizenship Report ¹Fortune 500, published June 2024, data as of December 2023.

Client Experience Specialist

If you’re looking for a fulfilling career, the Client Experience Specialist role at Edward Jones may be the right chance for you.

Our Client Experience

Specialists are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.

The Client Experience

Specialist works with multiple Financial Advisors in a branch office setting.

The Client Experience

Specialist drives client loyalty to Edward Jones and fosters the client relationship throughout their experience with the branch, helping ensure clients achieve their financial goals. We'll give you the support you need. Training which includes mentoring, job shadowing, coaching and branch office visits A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada),



and comprehensive and competitive health benefits Paid time off, including vacation, sick, holidays and personal days A culture of continuous improvement and professional development Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones Identify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clients Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients Performs office administration duties which may include: answering incoming phone calls and greeting clients, maximizing each in-person client visit, managing service requests, faxes, and emails, maintaining branch-office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating word processing documents and spreadsheets What characteristics would make you successful as a Client Experience Specialist?

Creative and open mindset to support an agile and continuous learning environment Strong computer skills and an aptitude to quickly learn new software High School Diploma/Equivalent required ~ Associate's/Bachelor's degree or equivalent experience preferred ~2+ years of customer service or financial services industry preferred At Edward Jones, we are building a place where everyone feels like they belong.

Edward

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

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