Onsite Client Service Specialist Wealth Advisors
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Private Wealth Practice is seeking an experienced Client Service Specialist (Advisor Assistant) to act as a strategic operational partner to Financial Advisors. The role emphasizes exceptional client service, managing complex workflows, and clear communication to support practice growth.
It is an onsite, full-time position with offices in Dayton, Tucson, and Louisville. The ideal candidate has 2–5 years in financial services, familiarity with client-service workflows, and the ability to handle
This role, Onsite Client Service Specialist for Wealth Advisors at Jamba Juice, could be your next move.
This opportunity is for the Onsite Client Service Specialist for Wealth Advisors role at Jamba Juice.
We are seeking a motivated Onsite Client Service Specialist for Wealth Advisors to join Jamba Juice in Louisville, KY, United States.
Consider building your career as a Onsite Client Service Specialist for Wealth Advisors at Jamba Juice.
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