Financial Services Client Experience Specialist

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.

• 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

• 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.