Client Services Representative/Case Manager

San Diego, California

2020-11-22

Client Services Representative – San Diego

Are you ready to jump start your career and enjoy helping others in a company where attitude is altitude? Learn and grow for years to come with San Diego based company that offers a collaborative and supportive environment. You will be empowered to solve problems and help the business continue to thrive while receiving mentorship.

Who you are:

  • Previous financial services industry experience with understanding of asset managment required
  • Customer-centric experience working in a fast-paced detail-oriented focus with high sense of urgency
  • Positive attitude, friendly disposition, and entrepreneurial spirit
  • Preferably, you have a degree in Business, Economics, Finance, etc.

What you’ll do:

  • Directly support independent financial advisors gathering required documents for asset management applications
  • Provide constant communication between financial advisors and application custodians in a positive and supportive manner
  • Demonstrate strong verbal communication skills and collaborate internally with various departments
  • Work with a high sense of urgency while maintaining a strong attention to detail

Why work here:

  • Company has track record of success supporting employees from entry-level positions to leadership roles
  • 100% employer paid Medical, Dental, and Vision insurance
  • 401K eligibility after only 3 months of employment with $1:$1 match
  • Monthly bonuses and opportunity to become a Shareholder after 5 years of service

Please email your resume to hhenderson@provenrecruiting.com if you’d like to growing your career while balancing work and life within an energetic and team-centric development team.

Note: We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply today!

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