Onsite Client Service Specialist for Wealth Advisors

Jamba Juice

Louisville (KY)

On-site

USD 42,000 - 62,000

Full time

9 days ago

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Benefits offered by this job

Medical coverage option

Life insurance paid by employer

Disability coverage

Flexible benefits (Section 125)

Paid time off: 15–25 days depending on

Paid holidays

401(k) with company match

Licensing/credentialing costs covered

Bonuses tied to team performance

Holiday bonus eligibility

Growth into advanced client-service/tr

Job summary

Private Wealth Practice is seeking an experienced Client Service Specialist (Advisor Assistant) to act as a strategic operational partner to Financial Advisors. The role emphasizes exceptional client service, managing complex workflows, and clear communication to support practice growth.

It is an onsite, full-time position with offices in Dayton, Tucson, and Louisville. The ideal candidate has 2–5 years in financial services, familiarity with client-service workflows, and the ability to handle

Qualifications

Two to five years of related financial-services, wealth-management, brokerage, banking, client-service, or advisor-support experience preferred.
Prior responsibility for new business, account administration, client service, advisor support, or similar work in a regulated financial environment.
Experience with RMD processing, insurance applications, estate settlements, trading, money movement, meeting preparation, or paraplanning is valuable.
Solid understanding of client-service workflows, account documentation, confidentiality, regulatory disclosures, and detail-sensitive processing.
Excellent written and verbal communication, sound judgment, empathy, and the ability to serve as a confident primary client contact.
Strong organization, follow-through, and the ability to manage multiple priorities with limited supervision.

Responsibilities

Maintain awareness of advisor priorities, deadlines, client commitments, and outstanding service items; communicate regularly to keep work moving.
Coordinate advisor calendars, client meetings, internal commitments, planned absences, and cross-team coverage.
Serve as a primary contact for routine client calls, emails, and service requests; resolve questions within authority and escalate as needed.
Prepare and process new-business applications, account maintenance, transfers, distributions, deposits, checks, and related documentation.
Monitor submitted business and service requests through completion; maintain electronic client files and provide timely status updates.
Coordinate annual Required Minimum Distribution workflows and assemble requested tax information or cost-basis records.
Maintain accurate CRM records, client/prospect information, tasks, opportunities, and disclosures; ensure compliance documentation.
Schedule and prepare for client reviews and financial-planning meetings; coordinate materials and follow-up.
Coordinate with custodians, product partners, home-office resources, and internal teams to complete service requests accurately.
Support trading, transactions, money movement, or paraplanning responsibilities as assigned; provide cross-office coverage and training.
Contribute to special projects and workflow improvements; assist with marketing initiatives and client acquisition efforts.
Follow all practice, regulatory, privacy, recordkeeping, and information-security requirements.