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HNW Client Concierge & Onboarding Specialist
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-08-15
Listing for:
Edward Jones
Full Time
position Listed on 2026-08-15
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Edward Jones invites applications for a Client Concierge Specialist to support high-net-worth clients. The role collaborates with the Generations team and branch staff, overseeing workflow across all project phases and delivering proactive client onboarding and plan execution support.
The position sits at the Generations West Palm Beach Hub and requires a business degree or equivalent, with 5+ years in financial services, and licenses/certifications (Series 7/66, insurance) preferred.
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