πUnited States
Client Experience And Onboarding Specialist
closed
The Motley Fool
π΅ $65k-$75k
πRemote - 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 Foolβs 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 βvacation policyβ
- 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
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