Senior Wealth Client Service Specialist

Jamba Juice; Dayton (OH); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical coverage with PPO and high‑ded

Employer‑paid life insurance

401(k) with company match

Paid holidays

PTO days

Quarterly bonus program

Licensing and credentialing costs paid

Professional growth opportunities

Job summary

The private wealth management practice is seeking an experienced Client Service Specialist (Advisor Assistant) to be a strategic operational partner to Financial Advisors in Dayton, Tucson, or Louisville. This full‑time onsite role emphasizes exceptional client service, complex workflows, and growth support.

Responsibilities include coordinating calendars, handling routine inquiries, processing new business, and maintaining CRM records with strict adherence to regulatory and privacy standards.

Qualifications

• 2–5 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.
• Series 7, Series 66, and Life/Health licenses preferred but not required; willingness to pursue registrations if needed.
• Experience with RMD processing, insurance applications, estate settlements, trading, or paraplanning is valuable.
• Strong client-service workflows, confidentiality, and detail‑sensitive processing.

Responsibilities

• Maintain awareness of advisor priorities, deadlines, client commitments, and outstanding service items with proactive status updates.
• Coordinate advisor calendars, client meetings, internal commitments, planned absences, and cross‑team coverage.
• Serve as primary contact for routine client calls, emails, and service requests; escalate complex matters as needed.
• Prepare and process new‑business applications, account maintenance, transfers, distributions, deposits, and related documentation.
• Monitor submitted business and service requests through completion and maintain electronic client files.
• Coordinate annual RMD workflows and assemble requested tax information or cost‑basis records.
• Maintain accurate CRM records, client/prospect information, tasks, and disclosures.
• Schedule client reviews and financial‑planning meetings; prepare materials and follow‑ups.
• Coordinate with custodians and internal teams to complete service requests on time.
• Support trading, money movement, paraplanning, or advanced planning data gathering as assigned.
• Assist with growth activities, cross‑office coverage, and training new assistants when appropriate.

Skills

Client service

Financial-services

CRM systems

Microsoft Excel

Communication

Organization

Tools

CRM platforms

Microsoft Office

Job description

The private wealth management practice is seeking an experienced Client Service Specialist (Advisor Assistant) to be a strategic operational partner to Financial Advisors in Dayton, Tucson, or Louisville. This full‑time onsite role emphasizes exceptional client service, complex workflows, and growth support.

Responsibilities include coordinating calendars, handling routine inquiries, processing new business, and maintaining CRM records with strict adherence to regulatory and privacy standards.