Wealth Advisor Support Specialist

Jamba Juice; Tucson (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical and life insurance benefits

Paid holidays and PTO

401(k) retirement plan with company匹配

Job summary

Jamba Juice seeks an experienced Client Service Specialist (Advisor Assistant) to partner with Financial Advisors in a private wealth management practice. This onsite role supports client service, complex workflows, and growth initiatives across Dayton, Tucson, and Louisville offices.

The ideal candidate has 2–5 years in financial-services client-service or advisor-support, familiarity with new-business workflows, and licensing preferences (Series 7/66, Life/Health).

Qualifications

• 2–5 years in financial-services client service or advisor-support roles
• Experience with new-business, account administration, and service workflows in a regulated environment
• Licensing in progress or willingness to pursue registrations within a set timeframe
• Experience with RMD processing, insurance applications, estate settlements, trading, or paraplanning is valued
• Strong attention to detail, confidentiality, and regulatory disclosures
• Excellent written and verbal communication with ability to be primary client contact

Responsibilities

• Maintain advisor priorities and client commitments with proactive status updates
• Coordinate calendars, meetings, and cross-team coverage
• Handle routine client calls, emails, and service requests; escalate complex items
• Process new-business applications, account maintenance, transfers, and documentation
• Monitor tasks through completion and maintain electronic client files
• Coordinate annual RMD workflows and tax information (no tax advice)
• Maintain accurate CRM records and disclosures
• Prepare for client reviews and meetings with materials and follow-ups
• Coordinate with custodians and product partners to complete service requests on time
• Support paraplanning, growth initiatives, and cross-office coverage
• Contribute to workflow improvements and training for newer assistants
• Assist advisors with marketing, lead-gen activities, and client acquisition
• Adhere to all regulatory, privacy, and information-security requirements

Skills

Client service

Financial services

Account workflows

Communication

Calendar management

CRM proficiency

Regulatory awareness

Team collaboration

Education

Series 7/66 licenses (preferred)

Life/Health insurance licenses (preferred)

Tools

CRM platforms

Microsoft Excel

Microsoft Word

Outlook/Teams

Job description

Jamba Juice seeks an experienced Client Service Specialist (Advisor Assistant) to partner with Financial Advisors in a private wealth management practice. This onsite role supports client service, complex workflows, and growth initiatives across Dayton, Tucson, and Louisville offices.

The ideal candidate has 2–5 years in financial-services client-service or advisor-support, familiarity with new-business workflows, and licensing preferences (Series 7/66, Life/Health).