Client Experience Specialist - Wealth Management

Jambalaya Group; Philadelphia (Philadelphia County); On-site; USD 82,667,000 - 103,326,000; Full time

Benefits offered by this job

Performance bonus

Generous PTO

Holidays paid

Birthday off

Education support

Mentorship program

Flexible hours

Ownership of projects

Job summary

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the advisor, manage client communications, and handle scheduling and records. This full-time in-office role emphasizes organization, initiative, and ownership of client interactions.

The ideal candidate is service-oriented, highly organized, proactive, and capable of building trusted client relationships while contributing to practice growth.

Qualifications

• Bachelor's degree preferred.
• 2+ years in client service, financial services, wealth management, or professional services.
• Strong written and verbal communication skills.

Responsibilities

• Serve as a primary contact for routine client service requests and inquiries.
• Respond to client questions in a timely, professional manner.
• Coordinate client communications and ensure follow-up.
• Build and maintain long-term client relationships with personalized service.
• Track client milestones and support relationship initiatives.
• Assist with client outreach and special projects as needed.
• Identify opportunities to improve the client experience and propose ideas.

Skills

Customer service

Communication

Organization

Relationship management

Problem solving

Attention to detail

Education

Bachelor's degree preferred

Job description

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the advisor, manage client communications, and handle scheduling and records. This full-time in-office role emphasizes organization, initiative, and ownership of client interactions.

The ideal candidate is service-oriented, highly organized, proactive, and capable of building trusted client relationships while contributing to practice growth.