Private Client Relations Specialist for HNW Growth

Joyal Capital Management, LLC; Boca Raton (FL); On-site; USD 52,000 - 78,000; Full time

Job summary

Joyal Capital Management, LLC in Boca Raton, FL seeks a Client Relations Specialist for the Private Client Group. The role focuses on supporting the executive team, maintaining client files, and delivering high-quality service to high net worth clients.

You will assist with estate planning preparation, client presentations, and coordination with attorneys and insurers. This is a great growth opportunity within a boutique firm that values meticulous work and professional client care.

Qualifications

• Proficient in Microsoft Office suite and related apps.
• Detail oriented with a high standard of personal work product.
• Willingness to learn and adapt in a boutique financial firm.

Responsibilities

• Assist team members with client files as needed.
• Support estate planning preparation for the executive team.
• Prepare client presentations (PowerPoint, financial statements).
• Attend client meetings or conference calls when required.
• Research client files for updates and accuracy.
• Coordinate with attorneys and insurers for updates.
• Serve as first point of contact for client relationship issues.
• Maintain and update retitling of client assets.

Skills

MS Office

Attention to detail

Professional communication

Job description

Joyal Capital Management, LLC in Boca Raton, FL seeks a Client Relations Specialist for the Private Client Group. The role focuses on supporting the executive team, maintaining client files, and delivering high-quality service to high net worth clients.

You will assist with estate planning preparation, client presentations, and coordination with attorneys and insurers. This is a great growth opportunity within a boutique firm that values meticulous work and professional client care.