Edward Jones Generations Client Concierge Specialist

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental insurance

Vision insurance

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones seeks a Client Concierge Specialist to enhance the service experience for high-net-worth clients. You will collaborate with Generations team and branch teams to manage onboarding, tasks, and milestones across the client financial planning process, ensuring timely execution and superior client satisfaction.

You will act as the main liaison among branch teams and home office departments, driving accountability and delivering proactive, concierge-level support across all client

Qualifications

• Bachelor’s degree in business or related field required or equivalent work experience.
• 5+ years experience at a financial services firm preferred.
• Series 7 and 66 preferred or obtainable within 9 months of hire.
• Insurance license preferred.
• Advanced industry designations (FPQP, AAMS, CAPM) preferred.

Responsibilities

• Build and maintain strong relationships with the branch team and stakeholders across the Firm.
• Coordinate deliverables and outcomes across each phase of the Generations financial planning process.
• Organize administrative tasks with accuracy and timeliness, including client information management and meeting scheduling.
• Serve as a liaison between branch teams and home office departments to triage questions for each client relationship.
• Deliver proactive service by anticipating needs and improving the client experience.

Skills

Relationship building

Project coordination

Administrative tasks

Stakeholder collaboration

Client onboarding

Financial services knowledge

Education

Bachelor’s degree in business or related field

Tools

Microsoft Office

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.

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.

Position Requirements :

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 be at the Edward Jones Generations® Scottsdale 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, and basic AD&D coverage.
• Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates.
• Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.
• Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism.
• Associates may be eligible for bonuses and profit sharing.
• All associates are eligible for the firm's Employee Assistance Program.
• For more information on the Benefits available to Edward Jones associates, please visit our benefits page.