Client Experience And Onboarding Specialist

Summary

Join The Motley Fool Wealth Management team as a licensed financial advisor! Help clients manage their investments, providing personalized advice and exceptional 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. We offer a flexible, remote work environment, generous parental leave, and a comprehensive compensation package. Apply today and help us make the world smarter, happier, and richer!

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

• Responding to customer requests via phone and email
• Answering questions from prospects about our investment philosophy, performance track records, model portfolios, and the mechanics of opening a new account
• Minding the details
• Quickly and competently meeting 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
• Following up on client appointments to dot i's and cross t's associated with opening accounts
• Maintaining meticulous notes on your interactions with clients, to the satisfaction of our compliance team and internal auditors everywhere
• Liaising with our Custodians, Interactive Brokers and Charles Schwab, to collaboratively resolve client inquiries
• Opening and shepherding client accounts between Custodians (primarily from Interactive Brokers to Schwab) and ensuring timely account trading and performance reporting along the way
• Holding appointments with clients to address account inquiries
• Identifying 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