Client Experience And Onboarding Specialist

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The Motley Fool

πŸ’΅ $65k-$75k
πŸ“Remote - United States

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 β€œvacation 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
This job is filled or no longer available