Wealth Client Services Specialist - Hybrid (In-Office)

Mission Wealth; Scottsdale (AZ); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

Team-based compensation plan

Equity pathway to partnership

Medical/dental/vision benefits

401(k)/Profit Sharing

Volunteer Time Off (VTO)

FMLA

Job summary

Mission Wealth, a Barron’s Top 100 RIA and recognized for Best Places to Work, seeks a growth-minded Client Services Representative for our Scottsdale office. This in-office, full-time role supports the Operations team, onboarding clients, and driving process improvements to enhance client experiences.

You bring a Bachelor’s degree and 2+ years in client service within finance; proficiency with Salesforce, MS Office, and Fidelity/Schwab paperwork is essential.

Qualifications

• 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
• Operational experience with Fidelity/Schwab custodial referral platforms and the specialized paperwork (LPOA)
• Impeccable eye for detail plus excellent multi-tasking and time management
• 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 support to the Central/East Coast Operations team
• Prepare New Account paperwork and account registrations using Fidelity/Schwab platforms
• Process account transfers and assist with cost basis
• Scan and upload documents to Salesforce CRM
• Assist clients with the client portal and document uploads
• Perform general office duties and mail handling
• Share information with other departments and assist with projects
• Voice ideas to improve processes and streamline operations

Skills

Client service

Salesforce

MS Office

Education

Bachelor’s degree

Tools

Fidelity/Schwab platforms

LPOA paperwork

Job description

Mission Wealth, a Barron’s Top 100 RIA and recognized for Best Places to Work, seeks a growth-minded Client Services Representative for our Scottsdale office. This in-office, full-time role supports the Operations team, onboarding clients, and driving process improvements to enhance client experiences.

You bring a Bachelor’s degree and 2+ years in client service within finance; proficiency with Salesforce, MS Office, and Fidelity/Schwab paperwork is essential.