Client Service Representative

Mission Wealth; Lisle (IL); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Mission Wealth in Lisle, IL seeks a Client Service Representative to join our Operations team on a hybrid schedule. You will support the Central/East Coast Operations group, prepare account paperwork, facilitate registrations with Fidelity and Schwab, and help onboard new clients.

The role emphasizes problem-solving, attention to detail, and clear communication across departments. A bachelor's degree and 2+ years in client service are required.

Qualifications

• 2+ years proven experience in a client service role within the financial industry
• Bachelor's degree required
• Curiosity and problem-solving ability
• High emotional intelligence and passion for client service
• Experience with Fidelity/Schwab/TD custodial referral platforms and related paperwork
• Strong attention to detail and multi-tasking skills
• Proficient with MS Office and Salesforce

Responsibilities

• Provide professional and targeted support to the Central/East Coast Operations team
• Prepare New Account paperwork and registration accounts using Fidelity & Schwab platforms
• Facilitate account transactions and transfers; assist with cost basis
• 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 information with other departments and assist with special projects
• Promote process improvement and maintain open communication within the team

Skills

Client service

Communication

Emotional intelligence

Salesforce

MS Office

Attention to detail

Analytical skills

Time management

Writing reports

Problem solving

Education

Bachelor's degree

Tools

Salesforce

Fidelity/Schwab TD platforms

MS Office Suite

Job description

As a Barron 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 work a hybrid schedule AND 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 peoples 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 Client Service Representative:

• Bachelors degree
• 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/TD 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