Wealth Operations & Client Services Specialist

Mission Wealth Management LP; Lisle (IL); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) / Profit sharing

Volunteer Time Off

FMLA

Sabbaticals

Wellness benefits

Educational reimbursements

Job summary

Mission Wealth Management LP in Lisle, IL is seeking a Client Service Representative to join the in-office Operations team. The role focuses on professional client service, onboarding support for new clients, and optimizing processes with a keen eye for detail and excellent communication.

You will manage account paperwork with Fidelity/Schwab platforms, assist with client portal access, and collaborate across departments to enhance service delivery.

Qualifications

• 2+ years’ proven experience in a client service role within the financial industry.
• Experience with Fidelity/Schwab custodial referral platforms.
• Excellent multitasking and time management skills.
• Strong MS Office skills and Salesforce proficiency.

Responsibilities

• Provide professional and targeted support to the Central/East Coast Operations team.
• Prepare New Account paperwork and registrations using Fidelity and Schwab platforms; handle Alternative Investments paperwork.
• Facilitate account transactions, registrations, transfers, and cost basis tracking.
• 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 client account information with other departments and assist with projects.

Skills

Client service

Salesforce

Fidelity/Schwab

MS Office

Time management

Attention to detail

Analytical skills

Communication

Tools

Salesforce CRM

Fidelity/Schwab platforms

Excel

PowerPoint

Job description

Mission Wealth Management LP in Lisle, IL is seeking a Client Service Representative to join the in-office Operations team. The role focuses on professional client service, onboarding support for new clients, and optimizing processes with a keen eye for detail and excellent communication.

You will manage account paperwork with Fidelity/Schwab platforms, assist with client portal access, and collaborate across departments to enhance service delivery.