Client Relations / Client Services Support

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Job description

Pure Financial Advisors, Inc. is a fee-only registered investment advisor, providing comprehensive retirement planning services and tax-optimized investment management services. Our headquarters are in San Diego with branches in Brea, Irvine and Los Angeles (Woodland Hills).

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 Service 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 ( Client Relations ):

• Greet & interact with clients and visitors; Engage with prospective new and existing clients - Establish a rapport and build relationships
• Answer telephones and transfer calls
• Schedule and/or assist with client appointments (via telephone, email and in person)
• Assist with client and/or company events

Responsibilities ( Client Services ):

• Prepare packets for advisor appointments/meetings with clients
• Scan client documentation
• Update and/or create cases in Sales Force
• Manage, organize and/or consolidate client documents or files
• Assist advisors with client meetings and/or updating/tracking client data

Responsibilities ( Additional ):

• Assist with class set-up and course registrations, as needed
• Create & send out appointment confirmations for prospective clients and course registrants
• Prepare materials for workshops and classes (e.g., rosters, cards, books and handouts)
• Contact current or prospective clients regarding client events, upcoming classes, etc.

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

• Notary (or must obtain credentials following hire)
• Salesforce CRM experience is a plus
• Proficient in Microsoft Word, Excel, and Outlook
• Customer-service oriented
• Ability to effectively and accurately complete detailed work with a sense of urgency (attention to detail)
• Ability to prioritize fluctuating workloads and multitask
• Ability to work independently and take initiative
• Excellent verbal and written communication skills

Job Type: Full-time

Benefits:

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

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.

Application Question(s):

• This is a non-remote position. Are you able to work in-office?

Education:

• Bachelor's (Required)

Experience:

• Client Service: 1 year (Required)

Work Location:

• One location

Work Remotely:

• No