JFS Wealth Advisors
Client Relationship Specialist
JFS Wealth Advisors, Hermitage, Pennsylvania, United States, 16148
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. Must work in the office three (3) days per week.
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%20Eng_Es.pdf
JFS Participation:
https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf
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. Must work in the office three (3) days per week.
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%20Eng_Es.pdf
JFS Participation:
https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf