What are the responsibilities and job description for the Client Services Lead position at Candidate Experience site?
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.
The salary range for this role is $30.00 - $35.00/hour, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
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Salary : $30 - $35
