Job Description

Description

This is a role responsible for providing service to our plan sponsor, individual, advisor clients.

Position Responsibilities

• Answering phone calls and emails from clients
• Utilizing our proprietary portal to run reports
• Coordinating internal operations
• Assisting with client paperwork
• Managing internal advisor relationships

Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization. Familiarity with customer service is preferred.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

• Familiarity with finance industry terminology, products and services
• Ability to provide instruction via phone and/or webinar
• Confidence with learning our web portal
• Strong communication skills when working with peers, senior management, team members and vendors
• Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Ability to maintain a high degree of accuracy in a fast-paced environment is a must
• Individual must possess good analytical, problem solving, and communication skills, both verbal and written

WORKING CONDITIONS:

This is a hybrid work schedule where all team members work in the office 3-4 days a week in Aliso Viejo , with 1-2 days available for working from home. You’ll enjoy flexible work hours, with a start time between 7:00 AM and 8:00 AM. The office offers a climate-controlled environment, free access to the office gym (including Peloton bikes), an outdoor lounge, and a generous holiday schedule with early office closures before holidays.

Job Type: Full-time

Pay Range: From $70,000-$90,000 per year (depending on experience and Series 65 licensing)

Benefits:

• 401(k)
• 401(k) employer contribution
• Health insurance (employer paid)
• Dental insurance (employer paid)
• Vision insurance (employer paid)
• Company Bonus Plan
• Generous PTO & Holiday Schedule

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