Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it.
The Client Services Support position’s primary focus is assisting and supporting the Client Services department and team members. However, this position will also interact with our team of Financial Advisors and other departments.
Ideally, we are looking for someone that has the skills and desire to learn, train, and potentially move into a Client Services Specialist position in the future. This position may be required (with training) to assume increased responsibilities, such as the preparation of applications, handling transfer paperwork & agreements, and assisting clients with online access, rollovers, or other client-related processes.
We are looking for candidates that want to work on the Operations side and grow within their role and in the Client Services department.
Responsibilities:
- Fulfill client servicing requests such as Wire or ACH funds, check requests, or any other document requests
- Process account maintenance requests, such as address and email changes
- Review paperwork to ensure documents are complete and submit to custodians, as needed
- Enter client information and data into Salesforce (new account information, set service cases, etc.)
- Assist clients with online access to view accounts
- Update eMoney planning software with changes (e.g., transfers, new accounts, money movement)
- Upload documents into an online storage website (e.g., Net Documents)
- Receive, scan, and process incoming and outgoing mail
- May be required to assist with Operations/Compliance duties (e.g., tracking, downloads, reports, etc.)
Qualifications:
- Bachelor’s degree in business, finance, or related field
- Some prior financial planning experience or the financial services industry knowledge preferred
- Demonstrated ability to deliver a high-quality client experience through responsiveness, accuracy, and proactive communication
- Strong attention to detail
- Must be able to multitask and prioritize fluctuating workloads. Capable of managing time and handling multiple demands and competing priorities
- Ability to work independently and take initiative
- Comfortable working in a fast-paced environment
- Excellent verbal and written communication skills, with the ability to interact professionally with clients and internal teams
- Proficient in Microsoft Word, Excel, and Outlook
- Experienced user of Fidelity Wealthscape, TD Ameritrade Institutional VEO, or Charles Schwab Institutional preferred
- Salesforce CRM experience is a plus
Additional Details:
- Schedule: 8a-4:30p.
- This is an on-site (non-remote) position
- Salary Range: $50,000-$55,000 (annualized)
- 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 careers@purefinancial.com.
Please note that when applying, we request that you answer each of the following three questions:
- Do you have experience working with custodians in financial services (e.g., Fidelity Wealthscape, TD Ameritrade Institutional VEO, or Charles Schwab Institutional)? If yes, please provide some additional details.
- Do you have experience with the handling of Wires or ACH funds, check requests, or any other document requests? If yes, please provide additional details regarding your knowledge and/or experience.
- Please explain why you are interested in this support position and what your career goals are.
