Wealth Management: Client Services & Onboarding Specialist

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

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

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