Client Concierge - Dakota Dunes, SD at Edward D. Jones in DAKOTA DUNES, South Dakota

Job Description:

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 you’re 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 don’t often brag, but we’re frequently recognized and ranked 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