Client Service Representative

Mission Wealth Management LP; Lisle (IL); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) / Profit sharing

Volunteer Time Off

FMLA

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth Management LP in Lisle, IL is seeking a Client Service Representative to join the in-office Operations team. The role focuses on professional client service, onboarding support for new clients, and optimizing processes with a keen eye for detail and excellent communication.

You will manage account paperwork with Fidelity/Schwab platforms, assist with client portal access, and collaborate across departments to enhance service delivery.

Qualifications

• 2+ years’ proven experience in a client service role within the financial industry.
• Experience with Fidelity/Schwab custodial referral platforms.
• Excellent multitasking and time management skills.
• Strong MS Office skills and Salesforce proficiency.

Responsibilities

• Provide professional and targeted support to the Central/East Coast Operations team.
• Prepare New Account paperwork and registrations using Fidelity and Schwab platforms; handle Alternative Investments paperwork.
• Facilitate account transactions, registrations, transfers, and cost basis tracking.
• Scan and upload registration documents to Salesforce CRM.
• Assist clients with accessing the client portal and document uploads.
• Perform administrative office duties including processing mail.
• Share client account information with other departments and assist with projects.

Skills

Client service

Salesforce

Fidelity/Schwab

MS Office

Time management

Attention to detail

Analytical skills

Communication

Tools

Salesforce CRM

Fidelity/Schwab platforms

Excel

PowerPoint

Job description

Client Service Representative

Full Time Lisle, IL, US

Salary: $85,000.00 Annually

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Service Representative to join our high-performing Operations department. This is an opportunity to elevate your career in wealth management, working with a team that will inspire your professional and personal best! As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.

Day-to-Day as Client Service Representative

• Provide professional and targeted support to the Central/East Coast Operations team
• Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity & Schwab), and prepare Alternative Investments paperwork
• Facilitate account transactions, maintain account registrations, submit and track account transfers, and assist in obtaining cost basis
• Scan and upload registration documents to Salesforce CRM
• Assist clients with accessing our client portal and uploading documents for clients to access
• Perform administrative office duties including processing all incoming and outgoing mail
• Provide client account information to other departments as required and assist with projects as needed
• Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day

What You Bring as a Client Service Representative

• 2+ years’ proven experience in a client service role within the financial industry
• Curiosity and problem-solving ability
• High emotional intelligence coupled with a passion for client service and experience
• Demonstrated operational experience with Fidelity/Schwab custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
• An impeccable eye for detail plus excellent multi-tasking and time management skills
• Strong knowledge of modern office methods and procedures
• Proficient with the full MS Office Suite
• Proven working knowledge of Salesforce
• Exceptional ability to read, analyze, interpret, and present information
• Adept with mathematical concepts, writing reports, and business correspondence

Job Type

Full-time, salaried non-exempt

Location

This position is based out of our office in Lisle, IL. This is an in-office position.

Salary

$65,000, plus $20,000 annual bonus paid in quarterly increments

We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.