Client Relationship Specialist
Client Relationship Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Purpose: Responsible for coordinating and providing client asset management support utilizing a team approach. Monitors transactions and various other client needs and wants on investment accounts as well as other financial planning needs.
You are:
- Passionate about serving clients and helping them reach their goals.
- Committed to striving for continuous improvement and learning.
- A selfstarter who needs little direction to get results.
- Detailoriented extremely organized and adaptable to changing priorities.
- Able to handle sensitive and confidential information with discretion.
- Enjoys working independently and with crossdepartmental teams.
Responsibilities:
- Provides client relationship support for advisors.
- Interfaces with clients to provide exceptional service.
- Interfaces with custodians.
- Facilitates new client onboarding and account openings/transfers.
- Completes administrative functions related to clients accounts.
- Performs necessary operations functions.
- Contributes to team effort.
Qualifications:
- Bachelors degree from fouryear accredited college or university; minimum of four years related experience and/or training or equivalent combination of education and experience.
- Drivers license.
- Demonstrates high quality analytical and problemsolving skills.
- Must be extremely detailed oriented.
- Client Relationship Management (CRM) software experience is a plus.
- Banking or financial RIA experience is a plus.
- Must be comfortable using multiple software systems.
- Ability to effectively prioritize and execute tasks.
- Demonstrates of creative/innovative approaches that maintain a commitment to JFSs core values.
- Excellent communication skills.
Benefits:
- Work life balance
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(K) match plus profit sharing
- Paid Time Off
- Paid holidays
- Parental leave
- Referral program
- STD/LTD Disability
Must pass background education credit check and drug screen. Must pass preemployment testing. Must work in the office three (3) days per week.
We thank you for your interest in JFS Wealth Advisors LLC.
JFS Wealth Advisors Participates in EVerify
Right To work: Participation:
Required Experience:
Senior IC
Employment Type
Full-Time
