Edward Jones Generations Client Concierge Specialist

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k plan

Paid holidays

Vacation days

Sick time

Personal days

Volunteer day

Bonuses & profit sharing

Employee Assistance Program

Job summary

Edward Jones is seeking a Client Concierge Specialist for the Generations Hub in Dallas to coordinate onboarding, milestones, and client experiences across the Generations financial planning process. You will work with branch teams and the home office to ensure seamless service for high-net-worth clients.

The role emphasizes proactive client support, meticulous task management, and strong collaboration across departments to deliver exceptional client experiences at the hub location.

Qualifications

• Bachelor’s degree in business or related field or equivalent work experience.
• 5+ years of experience at a financial services firm preferred.
• Series 7 and 66 preferred or obtained within 9 months of hire.

Responsibilities

• Build and maintain strong relationships with the branch team and stakeholders across the Firm.
• Coordinate deliverables and ownership of the project plan through completion.
• Organize administrative tasks with accuracy, including client information, scheduling meetings, and coordinating workflow across teams.
• Serve as a connection point between branch teams and home office departments to triage questions for each client relationship.
• Deliver proactive service by anticipating Financial Advisor and client needs and positively impacting the client’s experience.
• Provide ongoing proactive support through daily monitoring of high-net-worth client accounts and coordinating with the Generations team.

Skills

Financial services experience

Client onboarding coordination

Project coordination

Communication skills

Education

Bachelor’s degree in business or related field or equivalent work experience

Tools

Series 7/66 licenses (preferred)

Insurance license preferred

Job description

This job posting is anticipated to remain open for 30 days, from 18-Sep-2026. The posting may close early due to the volume of applicants.

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.

The Edward Jones Generations® team provides an end‑to‑end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

The Client Concierge Specialist will play a critical role in helping serve our high‑net‑worth clients. This role works in collaboration with the Generations team and branch teams, overseeing workflow and tasks across all project planning phases. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams.

What You Will Do

• Build and maintain strong and trusting relationships with the branch team and stakeholders across the Firm
• Coordinate deliverables and outcomes across each phase of the Generations financial planning process, serving in the capacity of task identification, task tracking, and ownership of the project plan through completion
• Expertly organize and complete administrative tasks with accuracy and timeliness, including tasks such as managing client information, scheduling meetings among clients, branch team members and the Generations team with extreme efficiency, and managing the organization of the full suite of processes and tasks included in the Generations experience
• Serve as a dedicated connection point between the branch teams and home office departments to triage all questions for each client relationship, maintaining ownership, driving accountability, and effectively collaborating with key stakeholders, to provide an optimal branch and client experience
• Deliver excellent service by proactively anticipating Financial Advisor and client needs and positively impacting the client’s experience with Edward Jones
• Provide ongoing proactive support through daily monitoring of the high-net-worth client accounts and coordinating with the Generations team to ensure timely and accurate execution of requests
• Elevate the client and branch team experience by acting in a concierge capacity, serving as the singular point of contact for each Generations branch team. Anticipate and recognize opportunities to create efficiencies and enhance the overall branch and client experience, in both a proactive and reactive capacity.
• In addition to the responsibilities as a dedicated service expert, this role is responsible for differentiating the branch team experience by serving as the singular conduit (organizing and mobilizing) to the full spectrum of home office stakeholders for all branch needs related to the team’s respective Edward Jones Generations® client relationships.
• For Client Concierge specialists based in Generations Hub locations, responsibilities can include expanded real estate engagements, including managing in‑office client meetings and customized experiences, supporting the preparation of client meeting agendas and other relevant materials.

What Experience You Need

• Bachelor’s degree in business or related field or equivalent work experience
• 5 + years of experience at a financial services firm preferred
• Series 7 and 66 preferred or obtained within 9 months of hire
• Insurance license preferred
• Advanced industry designations (FPQP, AAMS, CAPM) preferred.
• Understanding of a variety of financial products
• This role will sit at the Edward Jones Generations® Dallas Hub location

Talent Capability and Generations Hub Locations

Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in‑office days per week, unless engaged in business offsite. Any changes in strategic direction will be determined by the General Partner responsible for the business segment.

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, genetic information or any other basis prohibited by applicable law.

• medical and prescription drug
• dental
• vision
• voluntary benefits (such as accident, hospital indemnity, and critical illness)
• short- and long‑term disability
• basic life
• basic AD&D coverage
• Short- and long‑term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• 401k retirement plan
• tax‑advantaged accounts: health savings account, and flexible spending account
• ten paid holidays
• 15 days of vacation for new associates beginning on January 1 of each year
• sick time
• personal days
• a paid day for volunteerism
• bonuses and profit sharing
• Employee Assistance Program

For more information on the Benefits available to Edward Jones associates, please visit our benefits page.