Client Service Specialist

If you want to work for a company that is always striving for improvement and growth, then JFS Wealth Advisors may be the right fit for you.

The JFS mission has always been centered on helping individuals, families, and organizations achieve their financial goals for current and future generations. To deliver the promise, we look to attract and develop leaders who are passionate, curious, and ready to make a lasting difference for the clients and communities we serve.

Job Purpose: Responsible for supporting internal and external clients.. Monitors transactions and various other client 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 service support for advisors.

· 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 preferred.

· 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.

· 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

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Software: 4 years (Required)

Work Location: One location