Yarbrough Capital Advisors · 1 day ago
Director of Client Services
Lake Charles, LA
Full-time
Onsite
Director/Executive
$40K/yr - $60K/yrYarbrough Capital Advisors is a boutique wealth management firm focused on helping individuals and families build, protect, and steward their financial legacies. The Director of Client Experience is responsible for ensuring seamless client onboarding, proactive service, and smooth day-to-day operations while working closely with advisors, custodians, and internal partners.
Investment Advice
Hiring Manager
R. Andrew Yarbrough Jr.
Responsibilities
Client Onboarding & Account Administration
Initiate, process, and track new account openings and asset transfers
Ensure accuracy and completeness of all client documentation
Client Service & Relationship Support
Serve as a primary point of contact for client service needs
Coordinate with custodial and home-office partners to resolve service requests
Schedule and manage annual client review meetings
Firm Operations & Support
Support advisors and team members with operational needs
Assist with firm events, meetings, and special projects
Qualification
Required
Ability to travel when needed
Excellent written and verbal communication skills
Strong attention to detail and organizational skills
Ability to work independently and collaboratively
Proficiency with Microsoft Excel, Word, and PowerPoint
Preferred
Bachelor's degree in Business, Marketing, or related field
Series 7, 66, 65 licenses (or willingness to pursue)
Experience in financial services or a client-facing professional role
Demonstrated initiative, leadership, or operational excellence
Experience with digital marketing and content coordination
Benefits
Benefits package available
Company
Yarbrough Capital Advisors
We are in the business of building legacies—we view our clients as family, we know they work hard for what they have.
Founded in 2021
2-10 employees
Funding
Current Stage
Early StageLeadership Team
R. Andrew Yarbrough Jr.
Senior Wealth Manager & CEO
Company data provided by crunchbase