What are the responsibilities and job description for the Client Relationship Specialist position at JFS WEALTH ADVISORS LLC?
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.
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 Eng_Es.pdf
JFS Participation: https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf