layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Service Specialist (Advisor Assistant)
Jambalaya Group
Dayton, OH, US; Louisville, KY, US; Tucson, AZ, US
Source: Jambalaya Group careers · View original posting
- Employment
- full time
Employer job description
From Jambalaya Group's posting. “We” and “our” refer to the employer.
A well-established private wealth management practice is seeking an experienced Client Service Specialist (Advisor Assistant) to serve as a strategic operational partner to Financial Advisors. This person will deliver exceptional client service, manage complex workflows, maintain clear communication, and help create a seamless experience for clients while supporting the practice's growth initiatives. This is not an entry-level industry role.
The ideal candidate already understands financial-services client service, new-business and account workflows, advisor support, and the importance of accurate followthrough. Existing securities or insurance licenses, trading experience, and planning-support capability are valuable but not required for every assignement. This is a full-time, exempt, onsite role that generall follows a Monday-Friday, standard buisness hours schedule.
The current hiring need is for onsite Client Service Specialists in the practice's main office locations in Dayton, Tucson, and Louisville. Each position will be assigned to one of these offices and may support clients and colleagues across the broader practice.