Client Service Specialist
Compensation
$29 – $34 /yr
Employment type
Full-time
Work setting
On-site
Location
Dunedin, FL
Schedule
Day shift
Posted
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Job overview
The Client Service Specialist is an onsite role located in Dunedin, FL. Compensation is specified as $29.00 - $34.00 per hour. This role supports the wealth management team at Jambalaya Group (Heartfire). This role exists to process client account requests and provide operational support. The specialist ensures accuracy in financial transactions and maintains thorough documentation to support the practice's growth and client satisfaction.
What you'll do
- Process account requests, handle money movements and trades, assist with meeting preparation, maintain CRM documentation, and collaborate with advisors.
What we're looking for
- Skills & competencies
- full-timeday shiftdunedin fljambalaya groupclient servicewealth managementfinancial servicesoperationscrmclient support
- Work arrangement
- Weekend coverage required
Benefits & perks
- 100% employer-paid health insurance, 401(k), dental/vision, PTO, professional development.
Why this role
100% employer-paid health insurance for the employee and 50% for dependents.
About the employer
Jambalaya Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
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Listing ID: 62ceb301-1faa-438f-a02a-c83695e027fa