1+ months

Client Concierge-Pensacola, FL

Edward D. Jones & Co., L.P (BOA)
Pensacola, FL 32501
Apply Now
Apply on the Company Site
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis, MO, Tempe, AZ and Mississauga Canada provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience.

Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

*If youre looking for a fulfilling career*, the Client Concierge role at Edward Jones may be the right opportunity for you. The Client Concierge works within the branch office team as the primary point of contact for clients to ensure meaningful connections in a warm, welcoming environment.

Client Concierge associates are a valued member of the team, and we rely on their unique experiences and insights to form exceptional client relationships. We dont often brag, but were frequently recognized and awarded as a top place to work. Some of the many accolades include 100 Best Companies to Work For by FORTUNE magazine1 and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.

*We'll give you the support you need.*

*Our team will be there every step of the way, providing:*

* Training which includes mentoring, job shadowing, coaching and branch office visits
* A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

*You can also expect*
* A compensation package that includes bonus potential, profit sharing, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefits
* Paid time off, including vacation, sick, holidays and personal days
* A culture of continuous improvement and professional development

*What characteristics would make you a successful Client Concierge?*
* Service-oriented with excellent relationship-building and communication skills dedicated to improving the client experience
* Strong time management skills with the capacity to work with multiple Financial Advisors balancing priorities in a deadline-driven environment
* Detail-oriented and organized to help ensure a high standard of accuracy while supporting multiple clients
* Critical thinking and analytic skills to anticipate, identify, and solve ongoing client service needs
* A creative, proactive, and open mindset willing to incorporate constructive feedback and adapt to change
* A resourceful, self-starter comfortable taking initiative to create efficiencies
* Strong computer skills and an aptitude to quickly learn new software

*Key Responsibilities*
* Understand every branch office client, including their unique needs and life event celebrations to proactively meet and exceed expectations of feeling valued
* Ensure that Financial Advisors are informed of clients needs
* Effectively liaise between clients and Financial Advisors by anticipating and resolving non-financial questions to ensure lasting relationships
* Perform office administration duties, to include answering calls, greeting clients, managing communications, maintaining records, ordering supplies, processing expenses, and scheduling/managing appointments and calendars
* Ensure preparation and execution of the client appointment process using tools and contact plans
* Perform simple account processing and maintenance, including check processing, managing client paperwork, minimum distributions, and digital services
* Identify and share potential opportunities to grow client assets with the Financial Advisor
* Educate clients about services that make it easy to do business with Edward Jones

*Job requirements:*
High School Diploma/Equivalent required
1+ year of concierge/customer service work experience preferred
Financial industry experience preferred

For the 21st time, Edward Jones is named one of the 2020 FORTUNE 100 Best Companies to Work For by Great Place to Work and FORTUNE magazine. Edward Jones took the No. 7 spot on the prestigious list, the 16th year the firm has ranked in the top 10.

From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.
Posted: 2021-04-12 Expires: 2021-07-19
Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Client Concierge-Pensacola, FL

Edward D. Jones & Co., L.P (BOA)
Pensacola, FL 32501

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast