Generations Client Concierge Specialist

Team Overview

The Edward Jones Generations team provides an end-to-end, high net worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support.

The Client Concierge Specialist will play a critical role in helping serve our high-net-worth clients. This role works in collaboration with the Generations team and branch teams, overseeing workflow and tasks across all project planning phases. It provides administrative assistance in client onboarding, coordinates tasks and milestones related to the implementation and execution of a client’s financial/investment plan, and delivers ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams.

• 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, 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.
• Provide 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, and anticipating and recognizing opportunities to create efficiencies and enhance the overall branch and client experience in both a proactive and reactive capacity.
• In addition to the responsibilities as a dedicated service expert, this role is responsible for differentiating 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.

• 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.

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.

Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's 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.