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
- Strong time management and organizational skills
Apply client service, financial product knowledge, and administrative accuracy to support Edward Jones clients and Financial Advisors.
Financial Services Client Experience Specialist in Nanaimo employer: Edward Jones
Edward Jones is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to lead transformative initiatives in the financial services sector. Located in Canada, the company offers competitive benefits, professional development opportunities, and a commitment to work-life balance, making it an ideal place for those looking to make a meaningful impact while growing their careers.
