Edward Jones Generations® Client Concierge Specialist

Edward Jones

6d•Hybrid

About The Position

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. They will provide administrative assistance in client onboarding, coordinate tasks/milestones related to the implementation and execution of a clients financial/investment plan and deliver ongoing proactive support to ensure a seamless and ideal experience for both clients and branch teams.

Requirements

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

Responsibilities

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 tasks such as managing client information, scheduling meetings among clients, branch team members and the Generations team with extreme efficiency, 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. Anticipate and recognize 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.