Private Wealth Management: Client Service Specialist
2 - 5 years
Malvern, PA
Full-time
Onsite
1 month ago
About the role
Company Description
JWM Wealth Management LLC, founded by Jason W. Miller, has over 25 years of experience providing tailored wealth management and advisory solutions to entrepreneurs, families, executives, and investors. The firm focuses on creating strategic financial plans to enhance portfolio performance while cultivating lasting client relationships. JWM Wealth Management offers a range of services, including investment advice, tax-efficient solutions, alternative investments, and asset protection strategies. In collaboration with Cetera Advisor Networks LLC, the firm upholds high compliance and service standards to help clients achieve their financial goals. Based in Haddonfield, NJ, the team is dedicated to empowering clients with personalized strategies for wealth management and preservation.
Role Description
This is a full-time, on-site role located in our new Malvern, PA branch office for a Private Wealth Management: Client Service Specialist. The Client Service Specialist will be responsible for delivering exceptional client service by addressing client inquiries, ensuring customer satisfaction, and enhancing the client experience. Daily responsibilities include support for account management, handling financial transactions, assisting with client onboarding, and coordinating with the wealth management team to implement tailored financial strategies. The role requires active communication with clients and internal teams to maintain strong relationships and provide high-quality service.
Qualifications
JWM Wealth Management LLC, founded by Jason W. Miller, has over 25 years of experience providing tailored wealth management and advisory solutions to entrepreneurs, families, executives, and investors. The firm focuses on creating strategic financial plans to enhance portfolio performance while cultivating lasting client relationships. JWM Wealth Management offers a range of services, including investment advice, tax-efficient solutions, alternative investments, and asset protection strategies. In collaboration with Cetera Advisor Networks LLC, the firm upholds high compliance and service standards to help clients achieve their financial goals. Based in Haddonfield, NJ, the team is dedicated to empowering clients with personalized strategies for wealth management and preservation.
Role Description
This is a full-time, on-site role located in our new Malvern, PA branch office for a Private Wealth Management: Client Service Specialist. The Client Service Specialist will be responsible for delivering exceptional client service by addressing client inquiries, ensuring customer satisfaction, and enhancing the client experience. Daily responsibilities include support for account management, handling financial transactions, assisting with client onboarding, and coordinating with the wealth management team to implement tailored financial strategies. The role requires active communication with clients and internal teams to maintain strong relationships and provide high-quality service.
Qualifications
- Strong skills in Client Services, Customer Service, and Customer Satisfaction
- Proficiency in Communication, including effective verbal and written skills
- A solid understanding of Finance principles and the financial services landscape
- Detail-oriented with excellent organizational and problem-solving abilities
- Ability to work effectively in an on-site team environment and maintain confidentiality
- Bachelor's degree in Business, Finance, or a related field (preferred)
- Prior experience in a client-facing role within financial services is a plus
Skills
Investment management