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
Robust 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.

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📌 Client Experience Specialist Financial Services (British Columbia)
🏢 Edward Jones
📍 British Columbia