What are the responsibilities and job description for the Client Services Lead position at Candidate Experience site?
Join Our Team as a Client Services Lead at Decker Financial
About Decker Financial
At Decker Financial, we believe financial planning goes beyond wealth-building—it’s about empowering our clients and giving them confidence in their future. Our mission is to build meaningful, long-term relationships with our clients and provide strategy-driven, holistic financial plans that transform lives.
Founded in 2006 by Laura Decker, our San Diego-based firm is a close-knit team of four, serving over 250 households. We are looking to add a Client Services Lead to enhance our client service experience, contribute to our growing business, and help our clients achieve their financial goals. This is a San Diego-based position with an initial in-person requirement—hybrid work potential after a probationary period.
What You’ll Do
As a Client Services Lead, you’ll be the bridge between advisors and clients, ensuring exceptional client experiences through:
- Managing client relationships via phone, virtual meetings, and in-person interactions.
- Preparing client meeting materials, including illustrations, charts, and reports.
- Completing and tracking client paperwork using DocuSign.
- Assisting with client financial transactions and implementing financial plans.
- Educating clients on account services and new technology.
- Maintaining accurate client records in AdviceWorks, SmartWorks, and Redtail CRM.
- Supporting compliance standards and corporate training initiatives.
- Collaborating with the team in weekly meetings to meet business objectives.
- May assist with onboarding and training of new team members
What You Need
- Licensing: FINRA Series 7 & 66 (or 6 & 63/65).
- Experience: 3 years in Financial Services/Investment Industry.
- Skills: Strong organizational and interpersonal skills, problem-solving abilities, time management skills, and proficiency with technology.
- Education: Bachelor’s Degree.
- High degree of confidentiality and the ability to meet deadlines.
- Successful completion of criminal background and credit checks.
Preferred Qualifications
- Experience with Redtail CRM.
- Previous experience in assisting a Financial Planning practice.
- Previous experience in financial services or banking fields.
- Bachelor’s degree in Finance or Business.
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