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Location

Davis, CA | United States

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Job description

Pure Financial Advisors, LLC is looking for a Client Relations Specialist (“Front Office Specialist”) for our Davis, CA branch office.

This position greets, interacts, and engages with prospective and existing clients and provides support to clients as well as advisors or others within the branch. Client Relations duties include greeting and interfacing with clients, assisting clients while they wait to meet with an advisor, general client service assistance over the phone, as well as additional administrative and office support duties, as needed.

This position also provides support and assistance with various functions for planning and operations, such as processing paperwork, scanning documents, and managing/updating client files as well as assistance related to classes and workshops.

Responsibilities ( Client Relations ):

• Greet & engage with prospective new and existing clients (establish a rapport and build relationships).
• Answer telephones and transfer calls.
• Schedule and/or assist with client appointments (via telephone, email, and in-person).
• Assist with client and/or company events.

Responsibilities ( Client Services ):

• Prepare packets for advisor appointments/meetings with clients.
• Scan client documentation.
• Update and/or create cases in Salesforce.
• Manage, organize, and/or consolidate client documents or files.
• Assist advisors with client meetings and/or updating/tracking client data.

Responsibilities ( Additional ):

• Assist with class set-up and course registrations, as needed.
• Create & send out appointment confirmations for prospective clients and course registrants.
• Prepare materials for workshops and classes (e.g., rosters, cards, books and handouts).
• Contact current or prospective clients regarding client events, upcoming classes, etc.

Requirements:

• This is a non-remote position. Must be able to work in-office, Monday-Friday.
• High school diploma required; Bachelor’s degree in business, finance, or similar fields preferred.
• Some prior financial planning experience or financial services industry knowledge preferred.
• Notary (or must obtain credentials following hire).
• Salesforce CRM experience is a plus.
• Proficient in Microsoft Word, Excel, and Outlook.
• Customer-service oriented.
• Ability to effectively and accurately complete detailed work with a sense of urgency (attention to detail).
• Ability to prioritize fluctuating workloads and multitask.
• Capable of working independently and taking initiative.
• Excellent verbal and written communication skills.

Additional Details:

Salary Range: $48,000-$53,000 (annualized). Benefits 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 a generous paid time off policy.

Interested?

Candidates should submit a resume to [email protected].

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Job tags

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Salary