Remote Client Concierge HNW Wealth Planning
Remote / Online - Candidates ideally in
Grand Rapids, Kent County, Michigan, 49528, USA
Listed on 2026-03-01
Grand Rapids, Kent County, Michigan, 49528, USA
Listing for:
Edward Jones
Remote/Work from Home
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Grand Rapids, MI is seeking a Client Concierge Specialist to enhance the experience of high-net-worth clients. This role involves building trusting relationships, coordinating financial planning processes, and providing ongoing support. Candidates should have a Bachelor's degree, 5+ years in financial services, and strong administrative skills. The position is remote but includes regular travel to clients and branch teams.
Competitive benefits and a collaborative work environment await you.
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