Client Services Advisor

Company Description

Journey Wealth Strategies specializes in creating personalized financial strategies aimed at minimizing taxes, reducing risks, and growing clients' wealth. Using the innovative Wealth TRACK system, which incorporates Nobel prize-winning risk analysis and advanced tax strategy software, the company ensures clients stay on track with financial goals. The focus is on optimizing investment returns while addressing potential tax and risk challenges. Journey Wealth Strategies is dedicated to helping clients achieve financial peace of mind through strategic and tailored planning.

This full-time on-site role, based in Ridgeland, MS, is for a Client Services Advisor. Responsibilities include providing exceptional client service, maintaining customer satisfaction, addressing client inquiries, and managing customer accounts. The role requires active communication and building strong relationships with clients to support their financial goals. The advisor will also assist in ensuring a high level of client engagement and proactively support the overall client experience.

• Strong Customer Service, Client Services, and Customer Satisfaction skills
• Excellent Communication and Interpersonal Skills
• Ability to build and maintain positive relationships with clients
• Detail‑oriented and proactive problem‑solving abilities
• Familiarity with financial or wealth management services is a plus
• Bachelor’s degree in Business, Finance, or a related field is preferred
• Proficiency in relevant office and customer management software