Client Service Representative

The Joseph Group Capital Management

The Client Service Representative (CSR) will join The Joseph Group (TJG) on the ground floor to build a solid foundation, and continue to grow in this role with an Advisor career path in mind; the timing of which is dependent upon readiness of both the CSR and the firm. The CSR will become familiar with and execute client service duties which include, but are not limited to, those listed below. A successful candidate will live and exemplify TJG’s core values of Integrity, Teamwork, Humility, Excellence, and Enthusiasm.

Duties and Responsibilities

Serve as a member of the Service Excellence Team (SET). Build and maintain strong working relationships with all members of the team. Provide High Touch Service for clients: Prepare and complete new account openings and transfers; Take ownership of and provide solutions for complex client situations; Communicate in a manner that ensures clients have a terrific TJG experience with every interaction. Utilize the Client Relationship Management (CRM) and Advisor Reporting software, Tamarac, to manage, document, and research service requests. Process daily and as-needed service requests: Monitor, research, and process all daily alerts from primary custodian, Charles Schwab; Ensure efficient execution of client requests with a friendly and personal touch, such as but not limited to: Cash requests/distributions; Account updates (e.g., transfers, beneficiaries, account links, etc.). Seek to make processes better and scalable. Spearhead technology initiatives within TJG. Follow compliance procedures and document, as applicable.


This position typically requires the following qualifications: Bachelor’s Degree with 1 – 2 years’ experience Experience that demonstrates people and teamwork skills Highly proficient in Microsoft Excel, Word, Outlook, etc. Strong technical skills to support various technology-related projects Ability to prioritize while maintaining detail-oriented organization of multiple tasks Excellent communication, listening, and relationship building skills A passion for caring for clients A team player in The Joseph Group’s “Best Places to Work” culture Desire and ability to work successfully in a small company environment Proactive, self-motivated personality Experience with investment and/or client service platform(s) is a plus Salary and Benefits Pay/benefits are competitive based on industry standards. Salary will be based on experience Benefits include health care, 401(k) Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities.

Send resume and cover letter to: Jodi Picetti Manager of Client Services The Joseph Group Capital Management 300 Marconi Blvd., Suite 106; Columbus, OH 43215 |

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