Client Relationship Specialist
2 days ago
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.
- 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.
- Problem-solving, technical skills, client service, teamwork, priority setting, ethics, professionalism, attendance/punctuality, and dependability.
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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Client Relationship Specialist
1 day ago
Hermitage, Pennsylvania, United States JFS Wealth Advisors Full timeJob Title: Client Relationship SpecialistAt JFS Wealth Advisors, we are seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional support to our advisors and clients.Key Responsibilities:Provide administrative support to advisors, including...
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Client Relationship Specialist
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