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Added 1 hour ago
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Edward Jones

Client Experience Specialist

Penticton, BC, Canada

Job type: Full-time
Apply by: Oct 26, 2026
Education: High school diploma
Posting language: English
Posted: Sep 26, 2026

Apply About employer

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Original job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is 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.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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 don’t often brag, but we’re frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine¹ and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.

We'll give you the support you need.

Our team will be there every step of the way, providing:

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

You can also expect…

A compensation package that includes bonus potential, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
Paid time off, including vacation, sick, holidays and personal days
A culture of continuous improvement and professional development

Key Responsibilities

Delivers excellent client service by anticipating client needs making it easier to do business with Edward Jones
Identify potential opportunities with new and existing clients and prepare Financial Advisors to discuss those potential opportunities with clients
Utilizes goals-based advice tools and contact plans, and stewards the Online Access system for clients
Ensure ongoing partnership with clients by anticipating, addressing, and resolving questions and problems through communication and preparation to ensure a positive client experience
Performs office administration duties which may include: answering incoming phone calls and greeting clients, maximizing each in-person client visit, managing service requests, faxes, and emails, maintaining branch-office record keeping, ordering supplies, processing branch expenses, compiling reports, and creating word processing documents and spreadsheets

What characteristics would make you successful as a Client Experience Specialist?

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 the capacity to work with multiple Financial Advisors, branch offices, and clients to balance priorities in a fast-paced, deadline-driven environment
Detail-oriented and organized with the ability to ensure a high standard of accuracy
Ambitious self-starter comfortable identifying and creating opportunities for efficiency
Strong computer skills and an aptitude to quickly learn new software

Job Requirements

High School Diploma/Equivalent required
Associate's/Bachelor's degree or equivalent experience preferred
2+ years of customer service or financial services industry preferred

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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 below is a subset of the total salary range.

Apply About employer

More about this job

Responsibilities

Deliver excellent client service and foster client loyalty by anticipating needs, resolving questions and problems, and supporting clients throughout their branch experience. Identify potential opportunities for clients, prepare Financial Advisors for client discussions, support online access and contact plans, and perform branch office administration.

Requirements

A high school diploma or equivalent is required; an associate or bachelor's degree, or equivalent experience, is preferred. Two or more years of customer service or financial services experience is preferred, along with strong communication, analytical, organizational, time-management, and computer skills.

Skills

Client Service
Financial Products
Critical Thinking
Analytical Skills
Problem-Solving
Time Management
Organization
Attention to Detail
Adaptability
Communication
Opportunity Identification
Office Administration
Computer Skills
Microsoft Word Processing
Spreadsheet Creation

Benefits

Bonus Potential
401(k)
Group RRSP
Health Benefits
Paid Vacation
Paid Sick Leave
Paid Holidays
Paid Personal Days
Professional Development

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Client Experience
Client Service
Client Loyalty
Financial Advisors
Financial Products
Goals-Based Advice
Contact Plans
Online Access
Client Needs
Opportunity Identification
Problem Resolution
Branch Office Administration
Record Keeping
Service Requests
Expense Processing
Report Compilation
Word Processing
Spreadsheets
Continuous Improvement
Professional Development
Time Management
Critical Thinking
Analytical Skills
Computer Skills

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