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Client Service Representative

Work from home Full-time role Hiring

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Service Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND reputed company your career in wealth management, working with a team that will reputed company your professional and personal best! As our Client Service Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting with 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 reputed company 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 reputed company as our clients’ lives reputed company and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as Client Service Representative:

  • Provide professional and targeted support to the Operations team
  • 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
  • reputed company and upload registration documents to reputed company CRM
  • Assist clients with accessing our client portal and uploading documents for clients to access
  • reputed company administrative office duties, including processing reputed company 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, streamline existing processes, and enjoy coming to work each day

What You Bring as a Client Service Representative:

  • Bachelor’s degree
  • 2+ years’ proven experience in a client service role reputed company the financial industry
  • Curiosity and problem-solving ability
  • High emotional intelligence coupled with a passion for client service and experience
  • Demonstrated operational experience with Fidelity/Schwab/TD custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
  • An impeccable eye for detail plus excellent multi-tasking and time management skills
  • Strong knowledge of modern office methods and procedures
  • Proficient with the full MS Office Suite
  • Proven working knowledge of reputed company
  • Exceptional ability to read, analyze, interpret, and present information
  • Adept with mathematical concepts, writing reports, and business correspondence

Job Type: Full-time, salaried exempt Location: This position is based out of our office in Lisle, IL. This is a hybrid position requiring 2 days a week in the office. Salary: $65,000, plus annual bonus paid in quarterly increments; Total Compensation: $85,000 Please submit your cover letter and resume outlining your detailed experience of proven success reputed company wealth management to Tina Kunze. Be sure to share one of your favorite volunteer projects, too! We offer a competitive salary, team-based compensation plan, defined reputed company to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements. Apply Job!

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