Senior HNW Client Concierge

Edward Jones; Tempe (AZ); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision coverage

Short- and long-term disability

401k retirement plan

Paid holidays and vacation

Job summary

Edward Jones is seeking a Client Concierge Specialist to support high-net-worth clients through Generations Hub collaboration with branch teams and home office partners. You will coordinate planning phases, manage client onboarding tasks, and ensure timely execution of client requests.

You will act as a central point of contact, delivering proactive support, maintaining relationships, and enhancing the client and branch experience across the Generations platform.

Qualifications

• Bachelor’s degree in business or related field.
• 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 relationships with branch teams and stakeholders.
• Coordinate deliverables across Generations financial planning process and own project plans.
• Organize administrative tasks with accuracy and timeliness, including client information and scheduling.
• Serve as a connection point between branch teams and home office departments to triage questions.
• Deliver excellent service by proactively anticipating Financial Advisor and client needs.
• Provide ongoing proactive support through daily monitoring of high-net-worth client accounts.
• Elevate customer experience by acting as a concierge and sole contact for Generations branch teams.
• Mobilize home office stakeholders for branch needs related to Generations client relationships.

Skills

Client service

Communication

Financial product knowledge

Education

Bachelor’s degree in business or related field

Job description

Edward Jones is seeking a Client Concierge Specialist to support high-net-worth clients through Generations Hub collaboration with branch teams and home office partners. You will coordinate planning phases, manage client onboarding tasks, and ensure timely execution of client requests.

You will act as a central point of contact, delivering proactive support, maintaining relationships, and enhancing the client and branch experience across the Generations platform.