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    Client Services Manager - San Diego, United States - Pure Financial Advisors, LLC

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

    5 days ago

    Default job background
    Accounting / Finance
    Description

    Pure Financial Advisors, LLC is looking for a Client Services Manager (aka Operations Manager) and/or Team Lead for our San Diego, CA office. This position will work closely with and report to the Director of Client Services and will help oversee several members of the Client Services team.

    Pure Financial Advisors, LLC is a fee-only registered investment advisor (RIA) providing comprehensive retirement planning services and tax-optimized investment management services, with over 6.29 billion in AUM (as of March 2024).

    This position will have a lot of interaction with Financial Advisors but will also interact with other department heads, including Investment Management and Planning to ensure client service requests are completed accurately and handled in a timely manner.

    Responsibilities:

    • Assist with supervising client services team members and ensure that tasks (cases) are completed.
    • Ensure client services adheres to policies and procedures and that they are being conducted correctly and proficiently by the team.
    • Assess and monitor internal processes and help implement changes as needed.
    • Ensure security, integrity, and confidentiality of data.
    • Act as liaison, when necessary. This may include escalation of cases or communications with Advisors and/or with custodians.
    • Oversee the resolution of client issues and escalations in a timely and efficient manner.
    • Review information and data entered into Salesforce or with the custodians.
    • Coordinate schedules and handle time off requests.
    • Prepare and present reports (e.g., department performance), as requested.
    • May be required to help with Client Services, as needed (e.g., to step in with workload and/or when a team member is out). This may include fulfilling client servicing requests, such as Wire or ACH funds, document requests, or handling rollover calls and other transfer-related steps, or preparation of paperwork or agreements for Advisor meetings, when necessary.

    Qualifications:

    • Bachelor's degree in business, finance or similar field
    • Prior financial services management or supervisory experience (minimum of 5 years of experience) in the financial services industry is required
    • Previous experience working in an RIA is preferred
    • Able to work independently with little or no supervision
    • Willing to take initiative and be proactive
    • Ability to multitask and prioritize fluctuating workloads
    • Capable of managing time and handling multiple demands and competing priorities and adjust accordingly
    • Strong attention-to-detail
    • 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

    Additional Details:

    Benefit 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.

    This is an in-office (non-remote) position; however, this position may be able to move to a hybrid schedule at a future date.

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