Client Relations / 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 is looking for a Client Relations Specialist (“Front Office Specialist”) for our Mercer Island (and Redmond), WA branch offices.

This position greets, welcomes, and engages with prospective and existing clients and provides support to clients as well as advisors or others within the Mercer Island, WA branch. Additionally, this position will also serve as the primary point of contact for clients visiting the Redmond, WA office.

Key Responsibilities (Client Engagement & Front Office):

• Greet and welcome prospective and existing clients with professionalism and warmth.
• Be the primary point of contact for clients visiting the Mercer Island office.
• Answer and manage a high volume of inbound phone calls, routing inquiries to appropriate team members.
• Provide timely assistance and support to clients, addressing questions and handling requests.

Key Responsibilities (Administrative & Office Support):

• Administrative and office support duties for the Mercer Island, WA office, which includes ordering office supplies, stocking the breakroom, and maintaining an organized, professional office environment.
• Administrative support (onsite) for the Redmond, WA office to support office operations. This requires the ability to travel to/from the Redmond, WA office approximately once per week; however, additional on-site visits may be required based on business needs.
• Administrative support (virtual) for other branch offices, collaborating remotely with team members to ensure efficient day-to-day operations.
• Supporting Financial Advisors and our clients with scheduling/rescheduling appointments, preparing client meeting packets and materials for appointments.
• Operations support and assistance, which includes processing paperwork, scanning documents, and managing and updating client files.
• Logistical and administrative support for client-facing classes, workshops, seminars, and events, as required.

What We’re Looking For (Requirements):

• Bachelor’s degree in Business, Finance or a related fields preferred.
• Prior experience in a front office, receptionist, client services, or administrative role preferred.
• Experience in financial services or operations is a plus but not required. Experience with Salesforce CRM is also a plus.
• Exceptional interpersonal and written/verbal communication skills.
• A warm, professional demeanor with a genuine passion for delivering outstanding client service.
• Solid organizational skills with the ability to effectively multitask in a fast-paced environment.
• Proficiency with Microsoft Office Suite and general office technology.
• Strong attention to detail with the ability to produce accurate, high-quality work while meeting deadlines.
• Ability to prioritize competing responsibilities and manage fluctuating workloads effectively.
• Self-motivated with the ability to work independently and take initiative.
• Team-oriented with a proactive, can-do attitude.
• Notary Public certification, or the ability to obtain following hire date (must obtain credentials following hire).
• This is an in-office (non-remote) position, which requires the ability to work in-office.
• Schedule: 8:30a-5:00p, Monday-Friday
• Salary Range: $50,000-$60,000 (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

Screening Questions:

• Please share why you are interested in this position and what your career goals are.
• How would you want a client to feel when they enter our offices? Why is this important to you?