What are the responsibilities and job description for the Client Service Assistant position at Jesse Scroggins Wealth Team?
Client Service Assistant
About the Role
We’re looking for a dependable, detail-oriented professional to join our wealth management team as a Client Service Assistant.
This role supports the advisory process from start to finish, ensuring client requests, account operations, and planning tasks are handled with accuracy and consistency. The ideal candidate enjoys working in a structured environment, takes pride in getting things right, and values being part of a collaborative, service-driven team.
Responsibilities
- Support advisors in daily client service needs, including account setup, maintenance, and transfers.
- Prepare and organize materials for client meetings and follow-up communications.
- Maintain accurate records across internal systems and custodial platforms.
- Track client requests, service tasks, and planning items through completion.
- Assist with operational projects that improve workflow, reporting, or client experience.
- Communicate professionally with clients and custodians to ensure requests are completed efficiently.
- Contribute to a culture of organization, accountability, and excellence across the team.
Qualifications
- Strong organizational skills and attention to detail.
- Clear and professional written and verbal communication.
- Comfortable following established processes and working in a structured environment.
- Proficiency with Microsoft Office or Google Workspace; experience with CRM or financial planning software preferred.
- Prior experience in client service, administration, or financial operations is helpful but not required.
- Bachelor’s degree in business, finance, or a related field preferred.
What Success Looks Like
- Client requests are completed accurately, promptly, and with professionalism.
- Systems and records are organized, current, and well-documented.
- Advisors can rely on you to anticipate needs and ensure follow-up items are handled.
- Processes are followed consistently, and improvements are made thoughtfully.
- You represent the team with integrity, care, and attention to every detail.
What We Value
- Consistency, reliability, and ownership of responsibilities.
- Clear communication and strong follow-through.
- A calm, professional presence in a fast-moving environment.
- Pride in delivering quality work and serving clients well.
- Commitment to teamwork and continuous improvement.