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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... Show More
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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