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 plus
Who 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. In your cover letter, please provide an example of a project you’ve completed where attention to detail was essential.
