Client Experience & Front Office Specialist

Pure Financial Advisors Inc.; San Diego (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health, dental, vision insurance

FSA/HSA plans

Life/AD&D insurance

Long-term disability insurance

Job summary

Pure Financial Advisors, LLC seeks a Client Relations Specialist to join our Mercer Island and Redmond, WA offices. You will greet clients, answer calls, and support advisors while serving as the main contact for visitors.

The role is in-office with standard hours 8:30a-5:00p, Monday–Friday. It requires strong communication, organization, and the ability to multitask in a fast-paced environment.

Qualifications

• Bachelor’s degree in Business, Finance or related field preferred.
• Front office/reception or client services experience preferred.
• Salesforce CRM experience is a plus.
• Exceptional interpersonal and written/verbal communication skills.
• Professional demeanor and strong client-service orientation.
• Strong organizational and multitasking abilities.
• Proficiency with Microsoft Office and office technology.
• Notary Public certification, or ability to obtain after hire.

Responsibilities

• Greet and welcome clients and serve as primary contact for visitors to Mercer Island and Redmond offices.
• Answer high volume inbound calls and route inquiries as appropriate.
• Provide timely client support and assist advisors.
• Coordinate scheduling and prepare client meeting packets.

Skills

Interpersonal skills

Written/verbal communication

Organizational skills

Microsoft Office

Notary Public (certification afterhire

Team-oriented

Self-motivation

Initiative

Education

Bachelor’s degree in Business/Finance or related

Tools

Salesforce CRM

Microsoft Office Suite

Job description

Pure Financial Advisors, LLC seeks a Client Relations Specialist to join our Mercer Island and Redmond, WA offices. You will greet clients, answer calls, and support advisors while serving as the main contact for visitors.

The role is in-office with standard hours 8:30a-5:00p, Monday–Friday. It requires strong communication, organization, and the ability to multitask in a fast-paced environment.