Client Service Specialist

Job Purpose:     Responsible for providing friendly assistance to Client Relationship Specialists, Associate Wealth Advisors, Wealth Advisors, and clients for specified operations support.  Responsible for effective preparation and processing of client account paperwork, cashiering, account service, and data entry/maintenance.   

Essential Job Duties:                                                   

1. PREPARES AND PROCESSES NEW ACCOUNT PAPERWORK AND TRANSFERS FOR NEW AND EXISTING CLIENTS.  Prepares and processes new account paperwork and transfers for clients.  Prepares and processes closing account and maintenance for clients.  Works with service teams and clients as needed to obtain necessary information.     

1. COMMUNICATES WITH CUSTODIANS.  Interacts with custodians for necessary client requests as well as check on the status for client transactions.

1. PROVIDES SPECIFIED ACCOUNT SERVICE AND SUPPORT.  Processes client address changes, beneficiary changes, account registrations, and client updates, including changes with custodian(s). 

1. COMPLETES OPERATIONAL TASKS.  Reviews and acts upon custodian alerts.  Scans documents to Worldox.  Assists with lead and client record entry and updates in CRM as needed.

1. CONTRIBUTES TO TEAM EFFORT.  Interacts with other employees to promote smooth workflow, identify and resolve problems, advance the firm’s image and accomplish results which support the mission of JFS Wealth Advisors.

Other Duties and responsibilities

1. Performs a variety of duties such as making copies, preparing spreadsheets, assisting in special projects.

1. Possesses a working knowledge of JFS’ compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities.

Competency:  To perform the job successfully, an individual should demonstrate the following competencies:

1. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.

1. Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.

1. Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

1. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

1. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

1. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

1. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

1. Dependability - Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:                                                    

Associate's degree from an accredited college or university; or a minimum of two years related experience and/or training; or equivalent combination of education and experience.

Language Skills:                                                             

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization.

Mathematical Skills:                                                     

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:                                                         

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills:                                                            

To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software.

Certificates, Licenses, Registrations:

Valid driver’s license

Other Skills and Abilities:                                                           

Must be proficient in the use of a PC and be able to effectively use accounting, financial and related software.  Must have excellent verbal communication ability.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include ability to adjust focus.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 The noise level in the work environment is usually quiet.

Other Job Requirements:

The employee must maintain complete confidentiality regarding client names, financial information and all other matters. 

Must pass background, education, credit check and drug screen.  Must also complete pre-employment testing.

We thank you for your interest in JFS Wealth Advisors, LLC.

Powered by JazzHR

rRcM6dqv5a