Director of Client Services

We believe it’s our responsibility to protect, grow, and care for what our clients have worked hard to build. We know that retirement is more than just not working—it’s about ensuring a quality of life for our clients and their families. The things that matter most to our clients are the things that matter most to us.

Yarbrough Capital Advisors

4865 Ihles Rd., Suite 1 | Lake Charles, LA 70605

Full-Time | 40 Hours Per Week

Yarbrough Capital Advisors is a boutique wealth management firm focused on helping individuals and families build, protect, and steward their financial legacies. We deliver highly personalized, hands-on service and believe retirement is about freedom, confidence, and quality of life—not just numbers.

Our clients are treated like family. We take the time to understand who they are, what they value, and what they want their future to look like, then design thoughtful strategies to support those goals.

The Director of Client Experience is central to how our firm operates and how our clients feel about working with us. This role ensures that every interaction—from onboarding to ongoing service—reflects the professionalism, care, and excellence that define our brand.

You are not simply supporting accounts; you are supporting relationships. Your work directly impacts client trust, retention, and long-term success, making this one of the most meaningful roles within the firm.

The Director of Client Experience serves as the operational and service backbone of Yarbrough Capital Advisors. This role is responsible for ensuring seamless client onboarding, proactive service, and smooth day-to-day operations while working closely with advisors, custodians, and internal partners.

·      Client Onboarding & Account Administration

Initiate, process, and track new account openings and asset transfers

Ensure accuracy and completeness of all client documentation

·      Client Service & Relationship Support

Serve as a primary point of contact for client service needs

Coordinate with custodial and home-office partners to resolve service requests

Schedule and manage annual client review meetings

·      Firm Operations & Support

Support advisors and team members with operational needs

Assist with firm events, meetings, and special projects

·      Required Qualifications

Ability to travel when needed

Excellent written and verbal communication skills

Strong attention to detail and organizational skills

Ability to work independently and collaboratively

Proficiency with Microsoft Excel, Word, and PowerPoint

·      Preferred Qualifications

Bachelor’s degree in Business, Marketing, or related field

Series 7, 66, 65 licenses (or willingness to pursue)

Experience in financial services or a client-facing professional role

Demonstrated initiative, leadership, or operational excellence

Experience with digital marketing and content coordination

• Full-Time Position

• Competitive salary based on experience (DOE)

• Benefits package available

Interested candidates should contact:

Catherine Yarbrough

catherine@yarbroughcap.com

337-214-0022

Securities and advisory services offered through LPL Financial, member FINRA/SIPC.