Client Onboarding Specialist & Event Coordinator

Job Description

Job Description

Journey Wealth offers a culture and environment that allows you the freedom to grow and become who you want. We say you shouldn't "live to work, you should work to live.

Meaning your career here is something bigger than just a job. You really and truly love what you do and each day is enjoyable because you know you are making a meaningful impact on someone's life.

With over 4 decades of accumulated knowledge, experience, and wisdom, Journey Wealth brings a unique blend and vision and precision to the table allowing you to be in an environment that fosters creativity, structure, and tremendous growth opportunity.

This is a full-time, Monday - Friday, salaried role with performance bonuses

Benefits and Perks include :

• Flexible schedule
• Paid Time Off (PTO)
• No weekends
• Opportunities for monthly and annual bonuses
• Paid training
• Travel expenses
• Closed for major holidays
• Lots of upward mobility and growth opportunities

Compensation :

$50,000 - $67,000 yearly

Responsibilities :

• World-Class Client Experiences : Expertise in delivering both warmth and professionalism during client interactions.
• Expert Administrative Management : Skilled in processing new business applications and opening accounts with high precision and meticulous attention to detail.
• Marketing Event Coordination : Proficient in managing event calendars, confirming registrants, preparing materials meticulously, and scheduling follow-up meetings.

Enjoys socializing at events and has a warm inviting personality. Ability to attend live events after hours.

• Exceptional Communication : Master direct communication so clients feel informed and valued. Proactive follow-ups and timely updates are crucial for building trust and demonstrating our firm’s commitment to excellence and genuine connection.
• Partner Support : As a crucial pillar of our firm, you enable our partners to zero in on strategic priorities, freeing up their schedules to drive innovation and excellence.

Here, your growth fuels our collective journey, making every task you manage a step toward our mutual success. Assist Advisors with pre-appointment requirements.

• Filing : Maintain an organized, compliant, and efficient filing system, Update database / CRM.
• Client service work : Process client service requests.

Qualifications :

• Skills : Microsoft Excel, Google Workspace, CRM management, Financial account opening, industry knowledge, and financial services experience preferred for the role.
• Adaptability : The ability to pivot quickly and adapt to new challenges and changing circumstances.
• Work style : Can work independently.
• Problem-solving : The desire to tackle challenges, provoke learning, and Enrich relationships. Preemptively anticipating clients' needs and proactively providing what they need in a timely manner.
• Core values : Integrity, honesty, trustworthiness, reliability, and resilience.
• This is an in-office role only.

About Company

Journey Wealth is a boutique Financial Planning Firm that specializes in serving High Net Worth Families, Physicians, and Business Owners.

Journey Wealth has a unique blend of vision and precision that defines our leadership and helps us provide an unparalleled experience for those we serve.

Our passion for helping people make better decisions and analytical approach offers the chance to work in a dynamic environment that values both creativity and structure.

A team committed to meaningful, results-driven service, and the opportunity to support clients in achieving their lifelong goals and dreams through personalized financial strategies.

It’s an environment where work will directly contribute to transforming clients' futures while benefiting from a collaborative and goal-oriented atmosphere.