Client Relationship Specialist

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 self-starter who needs little direction to get results.
• Detail-oriented, extremely organized, and adaptable to changing priorities.
• Able to handle sensitive and confidential information with discretion.
• Enjoys working independently and with cross-departmental 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:

• Bachelor’s degree from four-year accredited college or university; minimum of four years related experience and/or training or equivalent combination of education and experience.
• Driver’s license.
• Demonstrates high quality analytical and problem-solving 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 JFS’s 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 pre-employment 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 E-Verify

Right To work: https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf

JFS Participation: https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf