Client Relations Specialist (On-Site)
JT Stratford Wealth Management (JTS) has a job opening for a full time Client Relations Specialist (CRS) for our office located in Gainesville, Georgia. Our Firm has been advising clients since 1995 and we have the pleasure of serving over 1200 clients nationwide. Our firm was built around service, and the CRS role is essential to service delivery.
The CRS role is a vital position in our organization and interacts with our clients and guests frequently. The CRS manages the day-to-day office functions including answering phone calls, emails, scheduling meetings, assisting with preparation of documents for client meetings and serving our clients to ensure they have a pleasurable experience interacting with JTS.
Duties and responsibilities:
- Assist clients with all financial needs related to set up of new and management of existing accounts
- General administrative duties including scanning and organizing forms and documents in our digital filing system
- Basic financial functions for clients and the Firm
- Support all advisor with any needs they have
- Create professional quality client memos, letters, and emails
- Assist our team with the management of routine client requests
- Schedule client meetings: ensuring the investment advisor is prepared for those meetings including generating and printing materials
- Assist the operations team with on-demand tasks, special projects, general accounting and financial functions, and client reporting
- Cultivate professional relationships with clients, listening carefully to their needs and act accordingly and always providing the best service possible
- Proactively help to resolve client questions and concerns in a timely, professional, and positive manner, escalating issues to the next level of authority when needed
- Maintain detailed, accurate records of all cashiering transactions, including deposits, disbursement request, disbursements, blotter entry and maintenance, account paperwork, and other pertinent information
- Display a high degree of integrity, trustworthiness, and professionalism internally and client facing
- Assist with marketing projects, event planning, and social media — including drafting and scheduling posts, designing graphics and collateral, and helping maintain a consistent brand presence across the Firm's channels
- Bring a positive outlook, team player mentality, and a can-do attitude daily to the Firm
The Ideal Candidate
The ideal candidate is someone who sees this role as a starting point rather than a destination. We're looking for a person with a genuine interest in financial planning who wants to grow within the Firm — over time, that may include pursuing industry licensing or designations (SIE, Series 65, CFP®) and taking on greater responsibility in a client planning capacity. We're committed to supporting that development for the right person.
Qualifications:
- Availability to work Monday through Friday 8:30 to 5:30 (required)
- Bachelor's degree (required)
- Bilingual a plus (English and Spanish)
- Marketing background a plus, including graphic design (Canva, Adobe Creative Suite, or similar) and social media management across platforms such as LinkedIn, Facebook, and Instagram
- Experience creating client-facing marketing materials — flyers, newsletters, event invitations, and branded templates — is highly desirable
- 1+ year experience interacting with people in a role requiring customer service skills, demonstrated through work and/or education, (required)
- Experienced in Microsoft Office, specifically Excel, Word, and Outlook.
- Experience with CRM systems and ability to adapt to and use different technology and software.
- Excellent verbal, written and interpersonal communication skills.
- Strong organizational skills and attention to detail.
- Being able to work alone and with a team.
- Ability to multitask and prioritize within tight deadlines.
Benefits:
- Employer provided health care insurance free to employees
- Employer provided dental care insurance free to employees
- Employer provided eye care insurance free to employees
- Employer provided life insurance policy, short-term and long-term disability free to employees
- SIMPLE IRA retirement matching
- Competitive paid time off policy
- 12 paid holidays
- Professional environment
- State of the art headquarters to enjoy working from daily
- Provided with newest technology to perform job duties
JT Stratford is an equal opportunity employer.
JT Stratford provides holistic financial planning and wealth management solutions to ensure measurable delivery of value so that all can thrive. Our Core Values - “Always be sincere and authentic.” In being sincere and authentic we are always honest and straightforward without any pretense of misrepresentation. As fiduciaries, we prioritize our clients’ interest and their financial well-being.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of JT Stratford's foundation of success.
Whether it is Financial Planning, Tax Planning, or Wealth Management we have you covered. At JT Stratford, we work with you to construct a financial plan customized to meet your needs, goals and take control of your financial life. Our advisors listen, educate and help you make decisions based on your objectives. Having a financial plan in place can provide peace of mind and allow you to focus on a better return on life.