The Client Services Associate (aka 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 (preferred). May be required obtain credentials at some point following hire.

Additional Details:

Salary Range: $50,000-$75,000 (annualized)

Benefit package includes health (medical, dental, and vision insurance), group and voluntary life/AD&D insurance, long-term disability insurance (LTD), 401(k) plan (and employer match)

Interested?

Candidates should submit a resume to careers@purefinancial.com.