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Mission Wealth · 19 hours ago

Client Service Representative

Lisle, IL, US

Full-time

Hybrid

Entry, Mid Level

$65K/yr - $85K/yr

2+ years exp

Mission Wealth is a Barron’s Top 100 RIA firm and is seeking a growth-minded Client Services Representative to join their Operations department. The role involves providing targeted support, assisting with client onboarding, and recommending improvements to systems and processes.

Financial ServicesInsuranceRisk ManagementTax ConsultingWealth Management

Growth Opportunities

Responsibilities

Provide professional and targeted support to the Central/East Coast 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

Scan and upload registration documents to Salesforce CRM

Assist clients with accessing our client portal and uploading documents for clients to access

Perform administrative office duties including processing all 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, and streamline existing processes, and enjoy coming to work each day

Qualification

Client service experienceFidelity/Schwab/TD platformsSalesforce proficiencyBachelor’s degreeMulti-tasking skillsOffice methods knowledgeMathematical conceptsReport writingBusiness correspondenceProblem-solving abilityEmotional intelligenceAttention to detailTime management skills

Required

Bachelor's degree

2+ years' proven experience in a client service role, within 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 Salesforce

Exceptional ability to read, analyze, interpret, and present information

Adept with mathematical concepts, writing reports, and business correspondence