Wealth Concierge Specialist – High‑Net‑Worth Clients

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

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.