Hybrid HNW Client Concierge & Onboarding Specialist
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-03-10
Listing for:
Edward Jones
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in St. Louis is seeking a Client Concierge Specialist to support high-net-worth clients. This role involves managing client relationships, coordinating tasks across financial planning processes, and maintaining exceptional organizational skills. Ideal candidates will have a bachelor's degree and 5+ years in financial services, along with preferred industry certifications. The firm offers a hybrid work model, competitive benefits, and a commitment to client satisfaction.
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