Client Service Representative

Mission Wealth

Scottsdale (AZ)

On-site

USD 59,000 - 72,000

Full time

30 hours ago

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Benefits offered by this job

Competitive salary

Team-based compensation plan

Defined pathways to equity partner in/

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

Family Medical Leave (FMLA)

Sabbaticals

Wellness benefits

Ongoing educational reimbursements

Job summary

Mission Wealth is seeking a Client Services Representative to support the Operations department in Scottsdale. You will assist with new account paperwork, registrations, and account transfers, while helping clients access portals and documents.

Your role emphasizes problem-solving, attention to detail, and process improvements within a collaborative team. The position is full-time, in-office, with a base salary of $65,000 plus a $20,000 annual bonus paid quarterly, reflecting a strong

Qualifications

Bachelor’s degree in a relevant field.
2+ years’ 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.

Responsibilities

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.

Skills

Problem solving

Emotional intelligence

Attention to detail

Multi-tasking

Time management

Analytical reading/writing

Education

Bachelor’s degree

Tools

MS Office Suite

Salesforce

Fidelity/Schwab platforms

Job description

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:

Bachelor’s 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 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