Client Experience And Onboarding Specialist

Summary

Join The Motley Fool Wealth Management team as a licensed finance professional! You will manage client accounts, provide personalized investment advice, and ensure exceptional customer service. Responsibilities include opening and servicing accounts, answering client inquiries, and liaising with custodians. You'll need a Series 65 or equivalent license and strong problem-solving skills. The ideal candidate possesses excellent communication skills and adaptability. We offer a flexible, remote work environment, generous parental leave, and a comprehensive compensation package.

Requirements

• Series 65 or equivalent license (CFP, Series 66, ChFC, CFA) permitting you to give personalized investing advice
• Fluency in brokerage account types
• Strong listening and problem-solving skills to properly diagnose customer problems and investigate further if necessary
• Patient, respectful, and kind demeanor
• Adaptability, flexibility, and a willingness to roll up your sleeves in a fast-changing environment
• Ability to plan ahead and stay on track while juggling multiple projects
• Strong email, phone, and computer capabilities to process emails and phone calls daily
• Technical savvy to assist members with varying degrees of computer and smartphone issues
• Fantastic written and verbal communication skills

Responsibilities

• Respond to customer requests via phone and email
• Answer questions from prospects about our investment philosophy, performance track records, model portfolios, and the mechanics of opening a new account
• Mind the details; ensure quality and accuracy
• Quickly and competently meet the needs of our existing clients, ranging from requests for performance reports/account documentation, to login issues, inquiries about specific stocks, adding or withdrawing funds, rebalancing reminders, and more
• Follow up on client appointments to dot i's and cross t’s associated with opening accounts
• Maintain meticulous notes on your interactions with clients
• Liaise with our Custodians, Interactive Brokers and Charles Schwab, to collaboratively resolve client inquiries
• Open and shepherd client accounts between Custodians (primarily from Interactive Brokers to Schwab) and ensure timely account trading and performance reporting along the way
• Hold appointments with clients to address account inquiries
• Identify high-frequency client issues that require escalation

Preferred Qualifications

• Familiarity with The Motley Fool’s investment newsletter services
• Personal investing experience
• Hubspot Service Hub experience
• Degree in Business Administration, Finance, Economics, or related fields
• Prior experience in administration and/or sales
• Prior experience in customer service

Benefits

• Flexible, remote work environment
• No “vacation policy”
• Generous fully-paid parental leave
• $1,000 annually to invest in stocks of your choice
• Super low premiums for medical, dental, and vision coverage
• Comprehensive compensation package, including company equity