Financial Client Services Specialist

Job description

Pure Financial Advisors, LLC is a fee-only registered investment advisor, providing comprehensive retirement planning services and tax-optimized investment management services. We are headquartered in San Diego with branch offices in Brea, Irvine and Los Angeles (Woodland Hills). We are also building an office in the Seattle, WA area.

Pure Financial puts education at the core of everything we do and strives to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world. Additionally, Pure Financial offers retirement planning courses & classes, which are led by our company's financial advisors and/or financial educators.

The Client Services Specialist position's primary focus is ensuring that the proper paperwork required for opening, transferring and managing assets is prepared, entered and expedited correctly and efficiently as well as to provide outstanding customer service and client support. This position interacts with clients as well as Financial Advisors and acts as a liaison with other departments such as Investment Management and Planning to fulfill client onboarding and client servicing requests.

Responsibilities:

• Prepare applications, transfer paperwork & agreements
• 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.)
• Fulfill additional client servicing requests such as Wire or ACH funds, check requests or any other document requests
• Assist clients with online access to view accounts or plans, as well as rollover calls and other transfer-related steps
• Handle client households and prepare any necessary paperwork or agreements in preparation of upcoming meetings
• Update eMoney planning software with changes (e.g., transfers, new accounts, money movement)
• Upload documents into on-line storage website (e.g., Net Documents)
• Research and provide solutions to any issues that arise throughout the handling of client support and servicing

Qualifications:

• High school diploma required; Bachelor's degree in business, finance or similar fields preferred
• Some prior financial planning experience or the financial services industry knowledge preferred
• Requires 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 and customer-service oriented
• Experienced user of Fidelity Wealthscape, TD Ameritrade Institutional VEO or Charles Schwab Institutional preferred
• Salesforce CRM experience is a plus
• Proficient in Microsoft Word, Excel, and Outlook
• Notary (or must obtain credentials following hire)

Note: When submitting your resume please provide additional information regarding your past work experience.

Job Type: Full-time

Pay: $24.00 - $26.50 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

COVID-19 considerations:
The heath and well-being of our employees and clients is extremely important to us and we are following safety measures to keep everyone as safe as possible during COVID-19.

Education:

• Bachelor's (Required)

Experience:

• Client Service: 1 year (Required)

Work Location: One location