Client Service Associate

Job Type: Full-time
Work Location: Jacksonville, FL
Work Type: 100% on-site

JL Smith, headquartered in Westlake, Ohio, is a distinguished Holistic Wealth Management firm recognized as a North Coast 99 Top Workplace. It stands out as one of the fastest-growing financial planning firms in the region. We offer extensive financial planning services tailored for high-net-worth individuals and affluent families. With a current presence in seven offices across Ohio, Florida, Minnesota, and Washington, we are an entrepreneurial-minded company continually seeking opportunities for expansion. Are you ready to contribute to our journey towards achieving ambitious growth goals?

We have a Culture based on Core Values:

Ownership Mindset
Hungry Yet Humble
Innovation to Execution
Kind and Compassionate
Positive, Grateful, and Fun

Immediate, full-time Client Service Associate position. JL Smith , an established and growing wealth management and tax planning firm, is now accepting applications for a determined and resilient individual to join our team. You will be working in a collaborative team of driven, inspiring, and successful Financial Advisors dedicated to serving our clients.

ABOUT YOU:
You are persistent and resilient about reaching your goals
You are detailed oriented
You are value training and mentorship

ABOUT THE JOB:
Entry level backstage Client Service Associate with defined career path to become a Financial Advisor and Partner.

Key Responsibilities
Prepare all account paperwork, check pending account maintenance items, log all requests from clients and business partners pertaining to account administration
Organize, scan, and maintain all paper and electronic client files
Lead the onboarding process for new clients and ensure tasks, requests, and questions are addressed in a timely manner
Follow up on NIGOs and ensure issues are resolved in a timely & efficient manner
Perform regular maintenance for existing clients including initiating contributions, distributions, wires, transfers, rollovers, etc.
Continually search for ways to improve the company’s processes to maximize efficiency
Assist with projects upon requests and log them accordingly, inputting and adding new prospects into the CRM
Develop key objectives to complete based on business demands and manage all assigned tasks to achieve in the best order, based on urgency
Answer and screen telephone calls, voicemails, and emails accordingly

Qualifications
Strong acumen for excellent client service
High attention to detail, organized, and process oriented
Tactical thinker, problem solver, and resourceful
Excellent verbal and written communication skills
Detail oriented with strong organizational skills and ability to manage and prioritize multiple tasks with accuracy
Personable with the ability to connect with clients
Self-starter and aptitude to work with a sense of urgency
Proficient in industry-specific CRM & Microsoft Office Suite (preferred)
Aptitude with leveraging workflows within a financial services CRM (preferred)
Previous experience working in the financial services industry and familiarity with account types, service requests, paperwork (preferred)
Financial Planning: 1 year (Preferred)

Education Requirements
Bachelor’s Degree

Benefits:
Health, Dental, and Vision Insurance: 50% of premium covered by the company.
STD and LTD: 100% of premium covered by the company.
Term Life and AD&D: Provided at no cost for all Full-time employees.
Supplemental Benefits: Additional benefits available for enhanced coverage.
401(k) and Employer Matching: Options for retirement savings with employer matching.
Unlimited Paid Time Off: Flexibility for a healthy work-life balance.
Parental Leave: Support for new parents.
Professional Development Assistance: Resources for career growth and skill enhancement.

Job Type:

Full-time

Schedule:

Monday – Friday*

• evenings and weekend hours may be required

8-hour shift

Salary:
From $50,000 – 55,000.00 max

Supplemental pay types:
Bonus pay