JDH Wealth · Santa Rosa, CA · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
$25–$33/hrListed
Workplace
On-site
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
JDH Wealth, an independent registered investment advisory firm, is seeking an onsite Client Service Specialist in Santa Rosa, CA to support clients and advisors by managing paperwork, coordinating requests, and maintaining accurate records while ensuring smooth daily operations. The role offers $25-$33 per hour and values resourcefulness, strong Microsoft Office skills, and comfort with AI tools.
What you’ll do
Process account paperwork
Coordinate client and advisor requests
Maintain accurate records
Support daily operations
Assist clients and advisors
What you’ll need
Resourceful and creative problem-solving skills
Strong Microsoft Office skills and willingness to learn new systems
Comfortable using AI tools to draft communications, review work, and improve efficiency with sound judgment
Excellent interpersonal, communication, and critical thinking skills
Ability to check own work, manage competing deadlines, and follow through on commitments
Prior experience in financial field or client service; experience with Orion Advisor Services and Wealthbox a plus
Original job description
JDH Wealth is an independent registered investment advisory firm serving individuals, families, businesses, trusts, and retirement plans. The Client Service Specialist supports clients and advisors by processing account paperwork, coordinating requests, maintaining accurate records, and helping daily operations run smoothly.Resourcefulness and creative…