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Client Concierge - Prince Frederick, MD

Company: Edward Jones
Location: Prince Frederick
Posted on: August 5, 2022

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.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. 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 magazine 1 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

          U.S. Awards/Accolades:
          We don t often brag, but we re frequently recognized and awarded as a top place to work. For the 22 nd time, Edward Jones was named one of the 2021 FORTUNE 100 Best Companies to Work For By Great Place to Work and FORTUNE Magazine - Edward Jones was named No. 20 on the list.

          From FORTUNE 2021 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.

          2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation s 19th annual scorecard on LGBTQ workplace equality.

          From The Human Rights Campaign. All Rights Reserved

          2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.

          Canada Awards/Accolades:
          For the 20th consecutive year, Edward Jones has been named on the Kincentric List of Best Employers in Canada, published in the Financial Post. Edward Jones is once again in the top 25% of employee engagement.

          2021 Wealth Professional's 5-Star Brokerage Award for Edward Jones' commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.

          Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

          You'll be competitively compensated
          • Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
          • As a result, we commit to offering a minimum of $20 per hour, and may be adjusted upward in higher cost areas of the country.
          • The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.

Keywords: Edward Jones, Alexandria , Client Concierge - Prince Frederick, MD, Hospitality & Tourism , Prince Frederick, Virginia

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