Client Experience Specialist — Wealth Management

Jambalaya Group; Philadelphia (Philadelphia County); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Generous PTO

Stock market holidays

Paid birthday off

Mentorship and development resources

Job summary

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the adviser with day-to-day client service, scheduling, communications, and record management. This is an in-office, full-time role in a relationship-driven practice.

The ideal candidate is organized, proactive, tech-savvy, and capable of managing multiple priorities while delivering a high-touch client experience. Ameriprise experience is a plus; compensation includes benefits and opportunities for growth

Qualifications

• Bachelor's degree preferred.
• 2+ years of recent financial services experience in client service.
• Strong written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and consistently follow through on commitments.
• Strong technology skills with ability to adapt to new processes and use technology efficiently.
• Professional and polished client-facing communication style.
• Ability to work independently while collaborating effectively with the practice team.
• Strong judgment and problem-solving skills.
• Ameriprise experience is a plus.

Responsibilities

• Serve as a primary point of contact for routine client service requests and inquiries.
• Respond to client questions and requests in a timely, professional, and service-oriented manner.
• Coordinate client communications and ensure appropriate follow-up.
• Build and maintain strong, long-term client relationships through responsive and personalized service.
• Help ensure clients receive a high-touch client experience.
• Track important client milestones and support ongoing relationship management initiatives.
• Assist with client outreach, special projects, and other client experience initiatives as needed.
• Identify opportunities to improve the client experience and bring ideas forward to the team.
• Schedule and confirm client review meetings and appointments.
• Manage the advisor's calendar and meeting logistics.
• Coordinate client communications related to upcoming appointments.
• Help ensure action items and client requests are tracked and completed.
• Provide administrative and operational support to keep the practice organized and running efficiently.
• Maintain accurate and up-to-date client records.
• Update client information, notes, and other relevant documentation.
• Organize and maintain client files and supporting documentation.
• Assist with records retention and document management requirements.
• Help ensure administrative processes are completed accurately and efficiently.
• Support office and practice management activities as needed.
• Contribute ideas that improve processes and client experience.
• Own and take initiative on projects to improve the client journey.

Skills

Client service experience

Communication

Organizational skills

Problem solving

Relationship management

Technology savvy

Proactive

Independence

Time management

Attention to detail

Education

Bachelor's degree preferred

Job description

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the adviser with day-to-day client service, scheduling, communications, and record management. This is an in-office, full-time role in a relationship-driven practice.

The ideal candidate is organized, proactive, tech-savvy, and capable of managing multiple priorities while delivering a high-touch client experience. Ameriprise experience is a plus; compensation includes benefits and opportunities for growth