Client Services Lead

About the position

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.

Responsibilities

• 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.

Requirements

• 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.

Nice-to-haves

• 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.

Benefits

• Competitive performance-based bonus.