High-Net-Worth Client Concierge
edward jonesSt Louis, MO
High-Net-Worth Client Concierge
edward jonesSt Louis, MO
7 days ago
Occupations
ConciergesPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout 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
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JOB OVERVIEW
Experience level
Mid
Location
St Louis, MO
Occupation
Concierges
Industry
Portfolio Management and Investment Advice
Posted
7 days ago
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