Client Relationship Specialist - Financial Services

Edward Jones
Full-time carleton place, on Other-General
Posted:
June 11, 2026
Location:
carleton place, on, Canada

Job Description

Join Edward Jones as a Client Experience Specialist focused on client loyalty and relationship management in a transaction-centric role. Elevate your career while helping clients reach their financial potential.
At Edward Jones, a leading Fortune 500 company, you will work closely with Financial Advisors to support client journeys. This position combines proactive client engagement with administrative support, allowing you to tackle issues swiftly and enhance overall client satisfaction. You'll draw upon your strong financial product knowledge to drive results.
Key Responsibilities:
• Deliver outstanding client service by anticipating needs
• Identify growth opportunities for Financial Advisors
• Utilize digital tools to foster client engagement
• Ensure effective communication to resolve inquiries
• Handle various administrative duties to maintain efficiency
Requirements:
• High School Diploma/Equivalent required
• Preferred: Associate's/Bachelor's degree...

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Job Overview

Job Type: Full-time
Location: carleton place, Canada
Posted: June 11, 2026
Deadline: July 21, 2026