Pure Financial Advisors is seeking a personable, organized, and client-focused professional to join our San Diego office as a Client Relations Specialist (Front Office Specialist). This is a full-time position at the heart of our client experience — you will be the first face clients and prospective clients see when they walk through our doors, and a key voice they hear on the phone.
If you thrive in a fast-paced environment, are good at building rapport with people and building relationships, genuinely enjoy helping people, and take pride in delivering a polished, welcoming experience, we’d love to hear from you.
If you are a people person who thrives in a fast-paced environment, excels at building lasting client relationships, and takes pride in creating a warm and welcoming experience, we would love to hear from you.
Key Responsibilities:
Client Engagement & Front Office
- Greet and welcome prospective and existing clients with professionalism and warmth
- Serve as the primary point of contact for clients visiting the San Diego office
- Answer and manage a high volume of inbound phone calls, routing inquiries appropriately
- Provide timely assistance and support to clients, addressing questions and handling requests
Administrative & Office Support
- Perform a variety of administrative and office support duties (including ordering supplies and stocking the breakroom) to ensure smooth daily operations
- Support Financial Advisors and clients with scheduling/rescheduling appointments
- Assist the Operations team with processing paperwork, scanning documents, and managing and updating client files
- Provide logistical and administrative support for client-facing classes, workshops, and events
What We’re Looking For (Requirements):
- Bachelor’s degree in business, finance, or related field preferred
- Prior experience in a front office, receptionist, client services, or administrative role preferred
- Exceptional interpersonal and communication skills — both verbal and written
- Warm, professional demeanor with a genuine passion for client service
- Strong organizational skills and the ability to multitask in a dynamic environment
- Proficiency with Microsoft Office Suite and general office technology
- Experience in financial services is a plus, but not required
- Salesforce CRM experience is a plus.
- Team-oriented with a proactive, can-do attitude
- Strong attention to detail with the ability to complete accurate, thorough work with a sense of urgency
- Ability to prioritize and manage fluctuating workloads while multitasking effectively
- Self-motivated and capable of working independently, taking initiative when needed
Additional Details:
- This is an in-office (non-remote) position
- Schedule: 8:30a-5:00p, Monday-Friday
- Salary Range: $50,000-$55,000 (annualized)
- Notary (must obtain credentials following hire)
- Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth, and after-tax contributions, as well as generous holiday and paid time off policies.
Interested?
Candidates should submit a resume to [email protected]
Please note that when applying, we request that you answer all of the following questions:
- How would you want a client to feel when they enter our offices? Why would this be important?
- Do you have experience working with custodians in financial services (e.g., Fidelity Wealthscape, or Charles Schwab Institutional)? If yes, please provide additional details.
- Please share why you are interested in this position and what your career goals are.
- What is a key priority for you in your next position?
