Financial Services

2 weeks ago

San Diego, United States Pure Financial Advisors, LLC Full time

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.

**Responsibilities**:

- Review paperwork to ensure documents are complete and submit to custodians, as needed
- Enter client information and data into Salesforce (new account information, set service cases, etc.)
- Fulfill additional client servicing requests such as Wire or ACH funds, check requests or any other document requests
- Assist clients with online access to view accounts or plans, as well as rollover calls and other transfer-related steps
- Handle client households and prepare any necessary paperwork or agreements in preparation of upcoming meetings
- Update eMoney planning software with changes (e.g., transfers, new accounts, money movement)
- Upload documents into on-line storage website (e.g., Egnyte)
- Research and provide solutions to any issues that arise throughout the handling of client support and servicing
- May be required obtain notary credentials at some point following hire

**Qualifications**:

- Bachelor's degree in business, finance or related field
- Prior financial planning experience or the financial services industry knowledge (previous experience in account management within the financial services industry is preferred)
- Notary may be required following hire
- Strong attention-to-detail
- Ability to multitask and prioritize fluctuating workloads. Capable of managing time and handling multiple demands and competing priorities.
- Ability to work independently and take initiative
- Customer-service oriented
- Excellent communication skills, both written and verbal, with the ability to effectively convey information to clients or others.
- Proficient in Microsoft Word, Excel, and Outlook
- Experienced user of Fidelity Wealthscape and/or Charles Schwab Institutional preferred
- Salesforce CRM and/or eMoney financial planning software experience is a plus

**Benefits**:
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.

Pay: $50,000.00 - $75,000.00 per year

**Benefits**:

- 401(k)
- 401(k) 4% Match
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Vision insurance

Physical setting:

- Office

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus opportunities
- Holiday pay
- Overtime pay

Application Question(s):

- Do you have experience working with custodians in financial services (e.g., Fidelity Wealthscape, TD Ameritrade Institutional VEO or Charles Schwab Institutional)?

**Experience**:

- Client Services: 1 year (required)

Ability to Relocate:

- San Diego, CA 92108: Relocate before starting work (required)

Work Location: In person

  • Financial Services Professional

    9 hours ago

    San Diego, United States Global Financial Impact - Lisa Matthews Full time

    Job Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...

  • Financial Advisor

    6 days ago

    San Diego, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at San Diego County Credit Union in San Diego, CA would allow you to join the Investment Program at San Diego County Credit Union as a Financial Advisor associated with...

  • Financial Advisor

    2 weeks ago

    San Diego, United States Priority Financial Group Full time

    Role:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...

  • Financial Advisor

    1 month ago

    San Diego, United States Priority Financial Group Full time

    Role:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and...

  • Financial Services Manager

    1 month ago

    San Diego, United States HomeWord Full time

    The Financial Services Manager will be a strategic thought-and support partner for the COO. The Financial Services Manager position will lead and develop an internal team to support the following areas: finance, business planning and budgeting, legal and audit services, IT, and insurance coverages. Areas of Responsibility Responsibilities: Will be a...

  • Registered Client Service Associate

    1 day ago

    San Diego, United States Ameriprise Financial Full time

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client...

  • Client Services Lead

    1 day ago

    San Diego, United States Cetera Financial Group Full time

    This person supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client...

  • Financial Services Processor

    16 hours ago

    San Diego, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and...

  • Financial Services Processor

    1 day ago

    San Diego, United States Atria Wealth Solutions Full time

    Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria's broker-dealer and investment adviser subsidiaries empower financial institutions and...

  • Financial Services Professional

    9 hours ago

    San Carlos, United States Global Financial Impact - Lisa Matthews Full time

    Job Description Job Description We’re transforming the financial landscape. We’re building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. We believe that everyone, regardless of their background or...

  • Sr. Financial Analyst

    8 hours ago

    San Diego, United States Talent Software Services Full time

    Job Description Senior Financial Analyst Position Summary Compile and analyze financial data, and prepare reports, both statistical and financial, from multiple ledgers. Conduct analysis of activities at the macro and micro ley is for use by managers and senior leadership. Responsible for tracking, analyzing and reporting patient scheduling and provider...

  • Client Services Representative

    2 days ago

    San Diego, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prep Client Service, Representative, Part-Time, Financial Advisor, Customer Service, Registered, Retail

  • Financial Advisor

    6 days ago

    San Francisco, California, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at The Golden 1 Credit Union in San Francisco, CA would allow you to join the Investment Program at The Golden 1 Credit Union as a Financial Advisor associated with LPL...

  • Client Services Manager

    17 hours ago

    San Diego, United States Pure Financial Advisors, LLC Full time

    Pure Financial Advisors, LLC is looking for a Client Services Manager (aka Operations Manager) for our San Diego, CA office. This position will work closely with and report to the Director of Client Services and will oversee several members of the Client Services team.Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) providing...

  • Financial Services Professional

    8 hours ago

    San Diego, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Mission Valley, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Client Service Representative

    12 hours ago

    San Diego, United States California Coast Credit Full time

    This role supports Financial Professionals (Registered Representatives) with running their day to day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This role will not make sales, maintain a book of business, or offer financial recommendations for clients. This role can be...

  • Client Service Representative

    3 hours ago

    San Diego, United States California Coast Credit Full time

    Job DescriptionJob DescriptionThis role supports Financial Professionals (Registered Representatives) with running their day to day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This role will not make sales, maintain a book of business, or offer financial recommendations...

  • Financial Services Professional San Diego

    12 hours ago

    San Diego, United States New York Life Full time

    Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial...

  • Financial Services Professional

    3 weeks ago

    San Diego, United States New York Life Full time

    Description Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent...

  • Financial Service Representative I

    6 hours ago

    San Diego, United States First Foundation Bank Full time

    Job DescriptionJob DescriptionSummary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and...