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 prospects 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.
J-18808-Ljbffr

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