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Client Services plays a crucial role in ensuring client satisfaction and driving business growth. We are looking for candidates that will help us further our mission of providing financial education and planning to those who need it.
The Client Services Associate (aka Client Services Specialist) position’s primary focus is ensuring that the proper paperwork required for opening, transferring and managing assets is prepared, entered and expedited correctly and efficiently as well as to provide outstanding customer service and client support. This position interacts with clients as well as Financial Advisors and acts as a liaison with other departments such as Investment Management and Planning to fulfill client onboarding and client servicing requests.
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Our package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
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Ability to Relocate:
Work Location: In person
Full Time
Investment Management
$88k-109k (estimate)
04/07/2024
08/03/2024
purefinancial.com
SAN DIEGO, CA
50 - 100
2007
ALAN CLOPINE
<$5M
Investment Management