Client Relationship Specialist

The JFS mission centers on helping clients realize their goals for current and future generations. To deliver the promise, we seek industry-qualified, forward-thinking individuals capable of complex problem-solving in a highly collaborative environment. As we grow, our firm offers opportunities for professionals looking to lead, inspire, and make a lasting difference in the lives of our employees and our clients.

With more than $3.5 billion in assets under management, JFS Wealth Advisors provides purpose-driven individuals, businesses, and institutions with customized, solution-based financial planning and investment management. As an independent, fee-based, fiduciary firm, we aren’t incented to sell specific investment products. Our recommendations are rooted in clients’ best interests; their success is ours as well.

We are actively recruiting a Client Relationship Specialist who will have the opportunity to learn, grow, and add value to our clients. If you are looking for a dynamic firm with a collegial culture and growth opportunity, JFS is the place for you.

The Client Relationship Specialist is responsible for coordinating and providing client asset management support, utilizing a team approach.   Monitors transactions and various other client needs and wants on investment accounts, as well as other financial planning needs.

You are: 

  • Passionate about serving clients and helping them reach their goals.
  • Committed to striving for continuous improvement and learning.
  • A self-starter who needs little direction to get results.
  • Detail-oriented, extremely organized, and adaptable to changing priorities.
  • Able to handle sensitive and confidential information with discretion.
  • Enjoys working independently and with cross-departmental teams.


  • Provides client relationship support for advisors.
  • Interfaces with clients to provide exceptional service.
  • Interfaces with custodians.
  • Facilitates new client onboarding and account openings/transfers.
  • Completes administrative functions related to clients’ accounts.
  • Performs necessary operations functions.
  • Contributes to team effort.


  • Bachelor’s degree from four-year accredited college or university; minimum of four years related experience and/or training or equivalent combination of education and experience.
  • Driver’s license.
  • Demonstrates high quality analytical and problem-solving skills.
  • Must be extremely detailed oriented.
  • Client Relationship Management (CRM) software experience is a plus.
  • Must be comfortable using multiple software systems.
  • Ability to effectively prioritize and execute tasks.
  • Demonstrates of creative/innovative approaches that maintain a commitment to JFS’s core values.
  • Excellent communication skills.


  • Work-life balance
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 401(K) match plus profit sharing
  • Paid Time Off
  • Paid holidays
  • Parental leave
  • Referral program
  • STD/LTD Disability

Join our Team