Journey Wealth Strategies · 1 day ago
Client Services Advisor
Ridgeland, MS
Full-time
Onsite
New Grad, Entry LevelJourney Wealth Strategies specializes in creating personalized financial strategies aimed at minimizing taxes and growing clients' wealth. They are seeking a Client Services Advisor to provide exceptional client service, maintain customer satisfaction, and manage customer accounts while building strong relationships with clients.
Financial Services
Hiring Manager
Dave Jesiolowski
Responsibilities
Providing exceptional client service
Maintaining customer satisfaction
Addressing client inquiries
Managing customer accounts
Active communication and building strong relationships with clients
Support their financial goals
Assist in ensuring a high level of client engagement
Proactively support the overall client experience
Qualification
Required
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
Proficiency in relevant office and customer management software
Preferred
Familiarity with financial or wealth management services is a plus
Bachelor's degree in Business, Finance, or a related field is preferred
Company
Journey Wealth Strategies
We provide custom financial strategies to help you minimize taxes, minimize risk and grow your wealth.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Dave Jesiolowski
Founding Partner
Company data provided by crunchbase