Edward Jones Generations® Client Concierge Specialist

About the role

The Client Concierge Specialist plays a critical role in the Edward Jones Generations team, providing administrative assistance and coordination for high-net-worth clients. This role collaborates with the Generations team and branch teams to oversee workflow and tasks across all project planning phases.

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 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
• Deliver 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
• Increase 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

Requirements

• 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

Qualifications

• Strong organizational and communication skills
• Ability to manage multiple tasks and prioritize effectively
• Experience with financial planning and investment management
• Excellent interpersonal and customer service skills
• Proficiency in Microsoft Office Suite

Skills

• Financial planning and investment management
• Client relationship management
• Project management
• Communication and interpersonal skills
• Organizational and time management skills

Benefits

• Medical and prescription drug coverage
• Dental and vision coverage
• Voluntary benefits (accident, hospital indemnity, critical illness)
• Short- and long-term disability coverage
• Basic life and AD&D coverage
• 401(k) retirement plan
• Tax-advantaged accounts (health savings account, flexible spending account)
• Comprehensive paid time off policy
• Annual bonus and profit sharing opportunities
• Employee Assistance Program

Pay

Compensation provided for using, not obtaining, the rating.

Schedule

Candidates who live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.