Client Relationship Specialist

2 days ago


Hermitage, Pennsylvania, United States JFS Wealth Advisors Full time
Job Summary

We are seeking a highly skilled and detail-oriented Client Relationship Specialist to join our team at JFS Wealth Advisors. As a key member of our team, you will be responsible for providing exceptional client service, coordinating asset management support, and ensuring seamless communication with clients and internal teams.

Key Responsibilities
  • Client Relationship Support: Provide proactive support to advisors, facilitating tasks, and ensuring prompt follow-through. Maintain Progress Review meeting schedules, manage calendars, and confirm appointments.
  • Client Interface: Interface with clients to provide exceptional service, follow up on client questions and concerns, and serve as a contact/resource for clients calling with questions regarding their asset management accounts.
  • Custodian Interface: Initiate transactions, communicate with custodians, and maintain documentation and records as required.
  • New Client Onboarding: Work with advisors to onboard new clients, request necessary paperwork, and oversee the transfer of assets and/or accounts to JFS.
  • Administrative Functions: Process additional funds, provide delivery instructions, process daily deposits, and ensure RMDs are taken appropriately.
Requirements
  • Bachelor's degree from an accredited college or university or equivalent combination of education and experience.
  • Ability to calculate figures and amounts, knowledge of CRM software systems, and proficiency in Microsoft suite.
  • Valid driver's license and client service orientation.
Competencies
  • Problem-solving, technical skills, client service, teamwork, priority setting, ethics, professionalism, attendance/punctuality, and dependability.
Physical Demands

The employee is frequently required to sit, use hands to fingers, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 10 pounds.

JFS Wealth Advisors participates in E-Verify and requires a background check, credit check, and drug screen. We thank you for your interest in JFS Wealth Advisors, LLC.



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