Financial services expertise and client service define this Client Experience Specialist role at Edward Jones in a branch office setting. Support multiple Financial Advisors while strengthening client relationships.
As a Client Experience Specialist, you will help clients pursue their financial goals through preparation, communication, and responsive service. The role combines goals-based advice tools, contact plans, Online Access stewardship, and office administration. You will identify potential opportunities and prepare Financial Advisors for client discussions. Success requires adaptability, critical thinking, organization, and strong computer skills.
Key Responsibilities: Deliver excellent service by anticipating client needs




Identify opportunities and prepare Financial Advisors for discussions
Use goals-based advice tools and contact plans
Steward Online Access for clients
Manage calls, visits, records, requests, and reports
Requirements: High School Diploma or equivalent required
Associate's or Bachelor's degree preferred
Two or more years customer service preferred
Financial services experience preferred
Solid time management and organizational skills
Apply client service, financial product knowledge, and administrative accuracy to support Edward Jones clients and Financial Advisors.

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