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 (Canada)
🏢 Edward Jones
📍 Canada