Wealth Management Client Services Specialist

Jamba Juice; Northdale (FL); On-site; USD 55,000 - 62,000; Full time

Benefits offered by this job

Hybrid work after training

Paid time off

Paid holidays

SIMPLE IRA

Bonuses potential

Professional development

Job summary

Johnson and Associates in Tampa, Florida is seeking a Client Service Specialist to support advisors and clients with service requests, onboarding, and meeting preparation. The role emphasizes accurate processing, organized administrative support, and a high standard of client experience.

The position is full-time, on-site, with opportunities for hybrid work after training. Benefits include PTO, holidays, SIMPLE IRA, and licensing support.

Qualifications

• 3+ years in financial services or related fields.
• Strong customer service skills.
• Excellent organizational and time management abilities.
• Ability to manage multiple priorities and deadlines.
• Attention to detail and accuracy.
• Strong written and verbal communication.
• Proficiency with Microsoft Office and CRM software.
• Professional, client-focused demeanor.
• Ability to work independently and in a team.

Responsibilities

• Execute client service requests and follow-up activities.
• Respond to routine client inquiries and provide timely updates.
• Answer inbound calls and direct inquiries to the right team.
• Schedule and coordinate client meetings.
• Support onboarding of new clients.
• Assist with client engagement activities and gifts.
• Deliver a professional, responsive client experience.
• Process transactions and ensure compliance.
• Monitor requests and provide timely updates.
• Follow up with clients and carriers on outstanding items.
• Prepare forms and meeting materials.
• Assist with information gathering for meetings.
• Track post-meeting tasks and follow-ups.
• Maintain accurate CRM records and documentation.
• Store documents in approved systems and ensure regulatory compliance.
• Manage mail, office supplies, and expenses.
• Monitor scheduled social media posts.

Skills

Customer service

Organization

Time management

Prioritization

Attention to detail

Communication

Office & CRM tools

Teamwork

Independence

Tools

Salesforce

MoneyGuide

Job description

Johnson and Associates in Tampa, Florida is seeking a Client Service Specialist to support advisors and clients with service requests, onboarding, and meeting preparation. The role emphasizes accurate processing, organized administrative support, and a high standard of client experience.

The position is full-time, on-site, with opportunities for hybrid work after training. Benefits include PTO, holidays, SIMPLE IRA, and licensing support.