Strategic Client Service Specialist - Wealth Management
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Banking & Finance
Jambalaya Group is seeking an experienced Client Service Specialist (Advisor Assistant) to act as a strategic operational partner to Financial Advisors. The role focuses on delivering exceptional client service, managing complex workflows, and enabling growth across Dayton, Tucson, and Louisville offices.
The ideal candidate has in‑depth knowledge of financial‑services client service, account workflows, and compliance, with licensing pursued as needed.
As a Strategic Client Service Specialist
- Wealth Management, you will play an important part at Jambalaya Group in Louisville, KY, United States.
Step into the Strategic Client Service Specialist
- Wealth Management role at Jambalaya Group in Louisville, KY, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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