About the role

Edward Jones seeks a Client Concierge Specialist to enhance the service experience for high-net-worth clients. You will collaborate with Generations team and branch teams to manage onboarding, tasks, and milestones across the client financial planning process, ensuring timely execution and superior client satisfaction. You will act as the main liaison among branch teams and home office departments, driving accountability and delivering proactive, concierge-level support across all client

Matching similar jobs

JOB OVERVIEW

Experience level

Mid

Location

St Louis, MO

Occupation

Concierges

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE