Client Services Associate

JSF Financial is seeking a full-time Client Service Associate to join our Client Service & Operations team. In this role, you’ll support our Financial Advisors and clients while collaborating across departments including Financial Planning, Investment Management, Compliance, and Operations. This is a great opportunity for someone who enjoys problem-solving, learning new systems, and being a go-to resource for both clients and colleagues.

• Partner with the Client Service Team to support Financial Advisors and deliver an excellent client experience
• Compile and review reports on a daily, weekly, monthly, and quarterly basis
• Support brokerage account operations, portfolio accounting, and reporting software workflows
• Assist our Chief Compliance Officer (CCO) in helping ensure adherence to regulatory and company policies
• Learn, test, and help implement new software tools; train colleagues and share best practices with the team
• Jump in to support other departments as needed and help fill gaps during busy periods or special projects

• 1–3 years of relevant experience in wealth management, financial services, or a related field (preferred)
• Proven ability to balance and prioritize multiple projects, deliverables, and deadlines
• Strong attention to detail, especially when reviewing financial transactions and account documentation
• An innate desire to learn, grow, and take on new challenges
• Intermediate-level skills in Microsoft Excel (e.g. formulas, filters, basic analysis)
• Service industry experience is highly valued at JSF
• Demonstrated track record of taking ownership and seeing delegated projects through to completion
• Bachelor’s degree in a related field (preferred)

• A “no job too big or too small” attitude — you’re comfortable rolling up your sleeves and doing the work
• Genuine interest in the financial services / wealth management industry
• An inquisitive mindset with enough technical comfort to explore and solve both firm and client issues
• Curiosity to understand the “why” behind the work, not just the “how”
• Excellent attention to detail with a high degree of accuracy and consistency
• A true team player who is always willing to offer help to others and collaborate

• Annual salary range: $60,000 – $80,000 (commensurate with experience)
• Annual discretionary bonus
• Retirement benefits: 401(k) profit sharing defined benefit pension plan
• Insurance: Health, dental, vision, life, and disability coverage
• Education benefits and support for professional development