Wealth Client Experience Specialist | Ownership & Growth

Jambalaya Group; Philadelphia (Philadelphia County); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Flexible work environment

Continuing education support

Mentorship and development resources

Annual compensation reviews

Performance-based bonuses

Generous PTO

Job summary

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the advisor with day-to-day client service, scheduling, communications, and records management in an in-office setting.

The ideal candidate is highly organized, detail-oriented, and proactive, with 2+ years in client service and strong communication skills. This role emphasizes ownership of responsibilities and visible impact on client experience in a relationship-driven practice.

Qualifications

• Bachelor's degree preferred.
• 2+ years of experience in client service, financial services, banking, wealth management, or a professional services environment.
• Strong written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities and consistently follow through on commitments.
• Professional and polished client-facing communication style.
• Ability to work independently while also collaborating effectively with the practice team.
• Strong judgment and problem-solving skills.
• Ameriprise experience is a plus.

Responsibilities

• Serve as a primary point of contact for routine client service requests and inquiries
• Respond to client questions and requests in a timely, professional, and service-oriented manner
• Coordinate client communications and ensure appropriate follow-up
• Build and maintain strong, long-term client relationships through responsive and personalized service
• Help ensure clients receive a consistent, high-touch client experience
• Track important client milestones and support ongoing relationship management initiatives
• Assist with client outreach, special projects, and other client experience initiatives as needed
• Identify opportunities to improve the client experience and bring ideas forward to the team
• Schedule and confirm client review meetings and appointments
• Manage the advisor's calendar and meeting logistics
• Coordinate client communications related to upcoming appointments
• Help ensure action items and client requests are appropriately tracked and completed
• Provide administrative and operational support to keep the practice organized and running efficiently
• Maintain accurate and up-to-date client records
• Update client information, notes, and other relevant documentation
• Organize and maintain client files and supporting documentation
• Assist with records retention and document management requirements
• Help ensure administrative processes are completed accurately and efficiently
• Support office and practice management activities as needed

Skills

Client service

Communication

Organization

Time management

Professionalism

Education

Bachelor's degree preferred

Job description

Neill Wealth Partners in Philadelphia, PA, seeks a Client Service Specialist to support the advisor with day-to-day client service, scheduling, communications, and records management in an in-office setting.

The ideal candidate is highly organized, detail-oriented, and proactive, with 2+ years in client service and strong communication skills. This role emphasizes ownership of responsibilities and visible impact on client experience in a relationship-driven practice.