High-Net-Worth Client Concierge Specialist

Edward Jones; St. Louis (MO); On-site; USD 60,000 - 95,000; Full time

Job summary

Edward Jones in St. Louis is seeking a Client Concierge Specialist to partner with the Generations team and branch teams, overseeing workflow across all project phases and delivering proactive client support.

The role coordinates onboarding, milestones, and client relationships, ensuring a seamless experience for high-net-worth clients and Edwards Jones advisers. It emphasizes collaboration and proactive service.

Qualifications

• 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

Responsibilities

• 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.

Education

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

Advanced industry designations (FPQP, AAMS, CAPM) preferred.

Tools

Series 7 and 66

Insurance license

Job description

Edward Jones in St. Louis is seeking a Client Concierge Specialist to partner with the Generations team and branch teams, overseeing workflow across all project phases and delivering proactive client support.

The role coordinates onboarding, milestones, and client relationships, ensuring a seamless experience for high-net-worth clients and Edwards Jones advisers. It emphasizes collaboration and proactive service.