Client Relations & Planning Support Specialist

Pure Financial Advisors Inc.; San Diego (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Pure Financial Advisors Inc. is looking for a Client Relations Specialist to join our San Diego office. This full-time role is vital to providing a welcoming experience for clients and prospective clients.

Key responsibilities include administrative support for the Financial Planning department, accurate data entry, and assisting financial planners with essential functions to ensure smooth operations.

Qualifications

• Personable and client-focused approach.
• Strong organizational skills.
• Accurate data entry capabilities.

Responsibilities

• Handling key administrative functions.
• Assisting Financial Planners and Advisors as needed.
• Ensuring smooth operation of administrative workflows.

Job description

Pure Financial Advisors Inc. is looking for a Client Relations Specialist to join our San Diego office. This full-time role is vital to providing a welcoming experience for clients and prospective clients.

Key responsibilities include administrative support for the Financial Planning department, accurate data entry, and assisting financial planners with essential functions to ensure smooth operations.