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HomeCompaniesBrassRing 26235 / 5376Client Experience Specialist - Carleton Place, ON

Client Experience Specialist - Carleton Place, ON

BrassRing 26235 / 5376 · Active · IBM Kenexa BrassRing

Job facts

FieldValue
CompanyBrassRing 26235 / 5376
TitleClient Experience Specialist - Carleton Place, ON
Normalized title-
Department / team-
LocationIf you’re looking for a fulfilling career, United States
Work model-
Employment type-
Salary-
Statusactive
ATS providerIBM Kenexa BrassRing
Posted / first seen / 2026-05-29
Changed / last seen2026-05-29 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from BrassRing 26235 / 5376.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through IBM Kenexa BrassRing.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in If you’re looking for a fulfilling career.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyBrassRing 26235 / 5376
Sourced2cc1027-a713-4492-b131-63c30b6194db
ATS providerIBM Kenexa BrassRing

Description

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

Full job record

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Provideribm_kenexa_brassring
Provider Job Key1406836
TitleClient Experience Specialist - Carleton Place, ON
Normalized Title
Statusactive
Activeyes
Location Text
Department
Team
Employment Type
Workplace Type
Remote Policy
CountryUnited States
Region
CityIf you’re looking for a fulfilling career
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
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Apply URLhttps://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?PageType=JobDetails&partnerid=26235&siteid=5376&jobid=1406836
First Seen At2026-05-29 20:03:34Z
Last Seen At2026-06-06 08:41:35Z
Last Checked At2026-06-06 08:41:35Z
Last Changed At2026-05-29 22:27:19Z
Inactive At
Source Posted At
Source Updated At2026-05-05 00:00:00Z
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