What are the responsibilities and job description for the Client Service Specialist position at JDH Wealth Managmenet?
JDH Wealth has an opening for a Client Service Specialist.Do you work well with a small, passionate team? Our Client Service Specialist position offers an opportunity as a collaborative team member, helping our firm go above and beyond to accomplish client goals and keep the office running smoothly. This Client Service Specialist will perform a variety of tasks in support of client service and database management. Why We Love It Here · Strong emphasis on professional development, including occasional travel for seminars· 100% premium coverage of individual health, dental, and vision insurance· 3 weeks of earned annual vacation time per year in the first five years, increasing thereafter· Petting a fluffy miniature Australian shepherd from time to time Essential Duties and Responsibilities · Accurate creation and processing of account paperwork· Database maintenance and updating· Serve day-to-day needs of clients by phone, in-person, and email· Administrative onboarding of new clients· Assist in preparation for client wealth management meetings· Coordinating advisor’s calendar and scheduling meetings· Providing reports as requested and/or scheduled· Scanning and accurate filing of electronic documents· Create internal and client-facing documents in Microsoft Office suite and Adobe Acrobat· Collaborate on marketing initiatives and event planning· Diligent documentation of ongoing projects Qualifications · Resourcefulness and creative problem solving· IT savvy with advanced skills in Microsoft Office suite· Well-developed interpersonal and communication skills· High personal standards and sound judgment· Demonstrated abilities in critical thinking and analysis· Attention to detail and strong time management skills· Open and receptive to feedback and coaching· Prior experience in a financial field and/or client service highly desired· Prior experience with Orion Advisor Services and Junxure (or other CRM) is a plusWho is JDH Wealth? JDH Wealth, a Registered Investment Advisory firm, was founded 26 years ago to provide a disciplined, academically based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. We offer an advisor relationship built on personal trust and integrity, JDH serves as an advisor to individuals, businesses, trusts, and retirement plans. In a world of made-same wealth managers, we strive to provide unparalleled service for our clients. Application Process Please send a resume and cover letter to hr@jdhwealth.com. In your cover letter, please provide an example of a project you’ve completed where attention to detail was essential. Company DescriptionJDH Wealth is a 26-year-old Registered Investment Advisory firm committed to providing personalized, academically based investment strategies. We serve individuals, businesses, trusts, and retirement plans, building relationships grounded in trust and integrity. In a world of “one-size-fits-all” wealth managers, we pride ourselves on delivering unparalleled service tailored to each client’s unique goals and risk tolerance.
Salary : $25 - $32