Edward Jones Generations hub Client Concierge Coordinator

Edward Jones • Saint Louis, MO

35d

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. The Edward Jones Generations hubs are an investment in the branch and client experience and in our ability to attract, serve and win the High Net Worth (HNW) segment. Generations hubs provide an experience where eligible clients and their families can enjoy a high level of personalized services and deep connections with their financial advisor and Generations team. They offer unique and tailored meeting space to discuss long-term planning goals as well as share stories and celebrate achievements. These are places we don't just get to know about our clients, we get to know them - reinforcing the value of 103-year legacy with modern sophistication and personalization. Each Generations hub will house two Generations teams of subject matter professionals, increasing our ability to serve clients local to the market and across the firm. 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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• 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.
• For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees