Client Service Representative

Mission Wealth Management LP; Scottsdale (AZ); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) & Profit Sharing

Volunteer time off

Sabbaticals

Wellness program

Educational reimbursements

Job summary

Mission Wealth is seeking a Client Services Representative to support the Central/East Coast Operations team from our Scottsdale office. The role combines client service excellence with hands-on onboarding support, including new accounts, registrations, and portal access.

A strong focus on accuracy, problem solving, and collaboration with internal teams is essential. You will contribute to a high-performing operations group, leveraging Fidelity/Schwab platforms and Salesforce to streamline

Qualifications

• 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 referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA).

Responsibilities

• Provide professional and targeted support to the Central/East Coast Operations team.
• Prepare New Account paperwork and various registrations using Fidelity, Schwab & TD platforms.
• Facilitate account transactions, registrations, transfers, and cost basis assistance.
• 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 projects as needed.
• Innovate and streamline existing processes to improve efficiency.

Skills

Client service experience

Financial industry knowledge

Problem solving

Attention to detail

Communication skills

Team collaboration

Salesforce

Tools

Salesforce

Fidelity platforms

Schwab platforms

MS Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Client Service Representative

Full Time Scottsdale, AZ, US

2 days ago Requisition ID: 1159

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 Services 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 Services 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 & TD), 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 Services 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 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 Scottsdale. This is an in-office position.

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

Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management. Be sure to share one of your favorite volunteer projects too! 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.