Deliver exceptional client service at Edward Jones while supporting Financial Advisors and strengthening relationships through thoughtful communication and preparation. As a Client Experience Specialist, you work with multiple Financial Advisors in a branch office setting. You help drive client loyalty and support financial goals through proactive service, goals-based advice tools, contact plans, and Online Access.

The position also combines client relationship support with detailed office administration.

Key Responsibilities: Anticipate client needs and deliver excellent service Identify opportunities and prepare Financial Advisors for client discussions Use goals-based advice tools and contact plans Steward Online Access for clients Manage calls, visits, requests, records, expenses, and reports Requirements: High School Diploma or equivalent required Associate's or Bachelor's degree preferred Two-plus years customer service or financial services preferred Solid computer skills and software learning aptitude Detail-oriented, organized, and accurate work style Bring proactive client service, financial product knowledge, and organization to Edward Jones branch office relationships and daily operations.

📌 Client Experience Specialist Financial Services (Prince George)
🏢 Edward Jones
📍 Prince George