What are the responsibilities and job description for the Client Relationship Specialist position at JFS Wealth Advisors?
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.
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