Mission Wealth (Santa Barbara, CA) seeking Client Service Representative
We’re hiring a dynamic Client Services Representative to join our high-performing Operations department. If your middle name is Efficient and you’re ready to elevate your career with a leading wealth management company, let’s go! As our Client Services Representative, your problem-solving nature and impeccable attention to detail are key in 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 future.
Day-to-Day as Client Services Representative:
Provide professional and targeted support to the Operations department in downtown Santa Barbara
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 CRM
Assist clients with accessing our client portal and upload 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:
2+ years’ proven experience in a client service role, ideally within the financial industry
Experience with Fidelity/Schwab/TD custodial referral platforms
Excellent attention to detail, multi-tasking, and time management skills
Strong knowledge of modern office methods and procedures
Proficient with the full MS Office Suite
Working knowledge of Salesforce
Exceptional ability to read, analyze, interpret, and present information
Adept with mathematical concepts, writing reports, and business correspondence
Job Type: Full-time
Experience: Wealth Management Client Services: 1 year (Required), Salesforce: 1 year (Preferred)
This role offers a competitive salary, medical/dental/vision benefits, 401(k), and wellness packages.
Please submit your cover letter and resume outlining your detailed experience of proven success as a Client Services Representative.
Contact: Mission Wealth Chief Operating Officer Diane Williamson – firstname.lastname@example.org