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

    Pure Financial Advisors
    Pure Financial Advisors San Diego, United States

    3 weeks ago

    Default job background
    Description
    Pure Financial Advisors, LLC is looking for a Client Services (aka Operations) Team Lead/Manager.

    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


    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 required.


    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


    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 a generous paid time off policy.


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


    Job Type:
    Full-time


    Pay:
    $85, $130,000.00 per year


    Benefits:

    401(k)

    Dental insurance

    Flexible spending account

    Health insurance

    Health savings account

    Life insurance

    Paid time off

    Referral program

    Vision insurance


    Schedule:
    Monday to Friday


    Supplemental pay types:
    Bonus opportunities

    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)? Please provide brief summary.

    How many years of supervisory experience (in Client Services or Financial Services) do you have?


    Ability to Relocate:

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


    Work Location:
    In person

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