Elite Client Concierge & Lead

The Hub Client Concierge Coordinator will ensure every client interaction—from the moment they walk in the door to post-meeting follow-ups—feels intentional, personalized, and aligned with the High-Net-Worth Business Segment’s level of excellence. This will include an array of guests who could be entering the Edward Jones Generations hub. The coordinator will partner to execute client experience initiatives and maintain operational excellence across the hub in general, ensuring the office runs smoothly and professionally.

• Curate Personalized Experiences:
  Design intentional, elevated, and human-centered interactions tailored to each HNW client or prospect.
• Manage Client Preferences:
  Maintain and leverage a database of dietary needs, favorite items, and milestones to guide catering and surprise-and-delight elements.
• Plan and Execute Meetings:
  Develop project timelines, review agendas, and coordinate with cross-functional teams to deliver flawless events.
• Oversee In-Office
  
  Experience:
  
  Act as the first point of contact, ensure meeting rooms and technology are ready, and anticipate hospitality needs.
• Coordinate Travel and Logistics:
  Arrange client and advisor travel, reservations, and event tickets while adhering to best practices.
• Control Costs and Reporting:
  Track expenses against projections and compile post-event feedback for continuous improvement.
• Drive Operational Efficiency:
  Collaborate with leadership to streamline processes and enhance service delivery.
• Support Office Readiness:
  Partner with local teams for supplies, branded gifts, collateral, and overall environment preparation.

• 5+ years in luxury hospitality, client services, or executive support roles.
• Bachelor's degree required or equivalent work experience.
• Exceptional interpersonal and communication skills.
• Excellent organizational and multitasking abilities.
• Proficiency with Microsoft Office Suite.
• Discretion and emotional intelligence in handling sensitive client matters.

Candidates that 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 effective June 1, 2026. Before June 1, 2026, candidates that live within a commutable distance from our Tempe, AZ, and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

• Medical, prescription drug, dental, and vision coverage.
• Voluntary benefits such as accident, hospital indemnity, and critical illness coverage.
• Short- and long-term disability, basic life, and basic AD&D coverage at no cost to associates.
• 401(k) retirement plan and tax-advantaged accounts: health savings account and flexible spending account.
• Ten paid holidays and 15 days of vacation for new associates starting January 1, with sick time, personal days, and a paid day for volunteerism.
• Eligible for bonuses and profit sharing.
• Employee Assistance Program.

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.