Client Experience Specialist

Overview

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned with a focus on clients rather than shareholder returns. Our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

If you’re looking for a fulfilling career, the Client Experience Specialist role at Edward Jones may be the right opportunity for you. The Client Experience Specialist works with multiple Financial Advisors in a branch office setting. The Client Experience Specialist drives client loyalty to Edward Jones and fosters the client relationship throughout their experience with the branch, helping ensure clients achieve their financial goals.

Our Client Experience Specialists are an essential part of the team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We’re frequently recognized and awarded as a top place to work, including 100 Best Companies to Work For by Fortune and Best Place to Work for LGBTQ Equality by the Human Rights Campaign.

• Training which includes mentoring, job shadowing, coaching and branch office visits
• A support network that extends beyond your branch office and includes home office assistance via phone, email and firm intranet resources
• A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive health benefits
• Paid time off, including vacation, sick, holidays and personal days
• A culture of continuous improvement and professional development

• Delivers excellent client service by anticipating client needs and making it easier to do business with Edward Jones
• Identifies potential opportunities with new and existing clients and prepares Financial Advisors to discuss those opportunities
• Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients
• Ensures ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation
• Performs office administration duties such as answering phones, greeting clients, managing service requests, faxes, emails, maintaining branch-office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating documents and spreadsheets

• High School Diploma or equivalent required
• Associate’s or Bachelor’s degree or equivalent experience preferred
• 2+ years of customer service or financial services industry experience preferred
• Creative and open mindset to support an agile and continuous learning environment
• Ability to be proactive, incorporate feedback, and adapt to changes
• Critical thinking and analytic skills to anticipate, identify, and solve ongoing needs
• Strong understanding and continued research of a variety of financial products
• Strong time management skills with ability to work with multiple Financial Advisors, branch offices, and clients in a fast-paced environment
• Detail-oriented and organized with high standard of accuracy
• Ambitious self-starter comfortable identifying and creating opportunities for efficiency
• Strong computer skills and ability to quickly learn new software

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law. The opportunity for merit increases as you progress in the role. Hiring range is a subset of the total salary range.