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HNWI Client Concierge Team Leader

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Edward Jones
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in Tempe, Arizona, is seeking a Client Concierge to support their high-net-worth clients. The role involves overseeing a team, managing client onboarding, and coordinating financial planning services. Ideal candidates will have a bachelor’s degree, 5+ years in service roles, and a strong commitment to client-first values. This position offers comprehensive benefits, including medical coverage, retirement plans, and generous time off policies, making it an excellent opportunity for those looking to grow in a collaborative environment.
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