Client Relations Specialist (Front Office Specialist)
Job Overview
Employment Type
Full-time
Compensation
Salary
Range $50,000.00 - $55,000.00
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Vision Insurance
FSA and/or HSA plans
Group Life Insurance
voluntary life insurance
AD&D insurance
long-term disability insurance
401(k) plan with employer match
Paid Time Off
Holiday pay
Job Description
Pure Financial Advisors is a reputable financial services firm located in San Diego, dedicated to providing personalized financial guidance and wealth management solutions to a diverse clientele. Over the years, Pure Financial Advisors has built a strong presence in the financial advisory industry by emphasizing client trust, expert advice, and tailored financial planning strategies. Their commitment to delivering exceptional client service has earned them recognition as a preferred partner for individuals seeking comprehensive and strategic financial advice. The company fosters a collaborative and supportive work environment where every team member plays a crucial role in ensuring client satisfaction and operational excellence.
The role of Client Relations Specialist (Front Office Specialist) at Pure Financial Advisors is pivotal to the client experience, being the first point of contact for both prospective and existing clients. This full-time position based in the San Diego office is centered around building strong client relationships and maintaining a professional, welcoming atmosphere. The Client Relations Specialist is responsible for greeting clients with warmth, managing high volumes of inbound phone inquiries, and providing timely assistance to client requests. Beyond client engagement, this role supports the internal operations of the office by managing administrative tasks, scheduling appointments, assisting with paperwork, and facilitating client-facing events such as workshops and classes.
Successful candidates will find themselves thriving in a dynamic, fast-paced environment where interpersonal skills, attention to detail, and organization are paramount. The position demands a proactive, detail-oriented individual who can multitask effectively while maintaining a high standard of client service. Candidates with prior experience in front office operations, client services, or financial services will be well-suited to this role, though it is open to professionals with strong communication skills and a genuine passion for assisting clients. Additionally, this role offers an opportunity to engage with financial advisors closely and contribute to the smooth operation of the business while growing within an esteemed financial advisory firm.
The role of Client Relations Specialist (Front Office Specialist) at Pure Financial Advisors is pivotal to the client experience, being the first point of contact for both prospective and existing clients. This full-time position based in the San Diego office is centered around building strong client relationships and maintaining a professional, welcoming atmosphere. The Client Relations Specialist is responsible for greeting clients with warmth, managing high volumes of inbound phone inquiries, and providing timely assistance to client requests. Beyond client engagement, this role supports the internal operations of the office by managing administrative tasks, scheduling appointments, assisting with paperwork, and facilitating client-facing events such as workshops and classes.
Successful candidates will find themselves thriving in a dynamic, fast-paced environment where interpersonal skills, attention to detail, and organization are paramount. The position demands a proactive, detail-oriented individual who can multitask effectively while maintaining a high standard of client service. Candidates with prior experience in front office operations, client services, or financial services will be well-suited to this role, though it is open to professionals with strong communication skills and a genuine passion for assisting clients. Additionally, this role offers an opportunity to engage with financial advisors closely and contribute to the smooth operation of the business while growing within an esteemed financial advisory firm.
Job Requirements
- Bachelor’s degree in business, finance, or related field preferred
- Prior experience in a front office, receptionist, client services, or administrative role preferred
- Exceptional interpersonal and communication skills
- Warm, professional demeanor with a genuine passion for client service
- Strong organizational skills and the ability to multitask
- Proficiency with Microsoft Office Suite
- Experience in financial services is a plus
- Salesforce CRM experience is a plus
- Ability to prioritize workload and multitask effectively
- Self-motivated and proactive attitude
- Must be willing to obtain notary credentials after hire
- This is an in-office non-remote position
- Availability to work Monday through Friday 8:30 a.m. to 5:00 p.m.
Job Qualifications
- Bachelor’s degree in business, finance, or related field preferred
- Prior experience in a front office, receptionist, client services, or administrative role preferred
- Exceptional interpersonal and communication skills both verbal and written
- Warm, professional demeanor with a genuine passion for client service
- Strong organizational skills and the ability to multitask in a dynamic environment
- Proficiency with Microsoft Office Suite and general office technology
- Experience in financial services is a plus
- Salesforce CRM experience is a plus
- Team-oriented with a proactive, can-do attitude
- Strong attention to detail with the ability to complete accurate, thorough work with a sense of urgency
- Ability to prioritize and manage fluctuating workloads while multitasking effectively
- Self-motivated and capable of working independently, taking initiative when needed
Job Duties
- Greet and welcome prospective and existing clients with professionalism and warmth
- Serve as the primary point of contact for clients visiting the San Diego office
- Answer and manage a high volume of inbound phone calls, routing inquiries appropriately
- Provide timely assistance and support to clients, addressing questions and handling requests
- Perform a variety of administrative and office support duties including ordering supplies and stocking the breakroom
- Support Financial Advisors and clients with scheduling and rescheduling appointments
- Assist the Operations team with processing paperwork, scanning documents, and managing and updating client files
- Provide logistical and administrative support for client-facing classes, workshops, and events
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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