Customer Service Specialist

JDH Wealth has an opening for a Client Service Specialist.

Do you work well with a small, passionate team? Our Client Service Specialist position offers an opportunity as a collaborative team member, helping our firm go above and beyond to accomplish client goals and keep the office running smoothly.

• Strong emphasis on professional development, including occasional travel for seminars
• 100% premium coverage of individual health, dental, and vision insurance
• 3 weeks of earned annual vacation time per year in the first five years, increasing thereafter

• Accurate creation and processing of account paperwork
• Database maintenance and updating
• Serve day‑to‑day needs of clients by phone, in‑person, and email
• Administrative onboarding of new clients
• Assist in preparation for client wealth management meetings
• Coordinate advisor’s calendar and schedule meetings
• Provide reports as requested and/or scheduled
• Scan and accurately file electronic documents
• Create internal and client‑facing documents using Microsoft Office suite and Adobe Acrobat
• Collaborate on marketing initiatives and event planning
• Document ongoing projects diligently

• Resourcefulness and creative problem solving
• IT savvy with advanced skills in Microsoft Office suite
• Well‑developed interpersonal and communication skills
• High personal standards and sound judgment
• Demonstrated abilities in critical thinking and analysis
• Attention to detail and strong time‑management skills
• Open and receptive to feedback and coaching
• Prior experience in a financial field and/or client service highly desired
• Prior experience with Orion Advisor Services and Junxure (or other CRM) is a plus

JDH Wealth, a Registered Investment Advisory firm, was founded 26 years ago to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. We offer an advisor relationship built on personal trust and integrity, JDH serves as an advisor to individuals, businesses, trusts, and retirement plans.

In a world of made‑same wealth managers, we strive to provide unparalleled service for our clients.

Please send a resume and cover letter to  In your cover letter, please provide an example of a project you’ve completed where attention to detail was essential.

Seniority level:
Entry level.

Employment type:

Full‑time.