Client Relations Specialist (Front Office Specialist)

Client Relations Specialist (Front Office Specialist) Pure Financial Advisors, Inc. San Diego, CA Job Details Full-time $50,000 - $55,000 a year 1 day ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance 401(k) matching Life insurance Qualifications Task prioritization Productivity software Technical Proficiency Full Job Description Pure Financial Advisors is seeking a personable, organized, and client-focused professional to join our San Diego office as a Client Relations Specialist (Front Office Specialist). This is a full-time position at the heart of our client experience — you will be the first face clients and prospective clients see when they walk through our doors, and a key voice they hear on the phone. If you thrive in a fast-paced environment, are good at building rapport with people and building relationships, genuinely enjoy helping people, and take pride in delivering a polished, welcoming experience, we'd love to hear from you. If you are a people person who thrives in a fast-paced environment, excels at building lasting client relationships, and takes pride in creating a warm and welcoming experience, we would love to hear from you.

Key Responsibilities:

Client Engagement & Front Office Greet and welcome prospective and existing clients with professionalism and warmth Serve as the primary point of contact for clients visiting the San Diego office Answer and manage a high volume of inbound phone calls, routing inquiries appropriately Provide timely assistance and support to clients, addressing questions and handling requests Administrative & Office Support Perform a variety of administrative and office support duties (including ordering supplies and stocking the breakroom) to ensure smooth daily operations Support Financial Advisors and clients with scheduling/rescheduling appointments Assist the Operations team with processing paperwork, scanning documents, and managing and updating client files Provide logistical and administrative support for client-facing classes, workshops, and events What We're Looking For (Requirements): Bachelor's degree in business, finance, or related field preferred Prior experience in a front office, receptionist, client services, or administrative role preferred Exceptional interpersonal and communication skills — both verbal and written Warm, professional demeanor with a genuine passion for client service Strong organizational skills and the ability to multitask in a dynamic environment Proficiency with Microsoft Office Suite and general office technology Experience in financial services is a plus, but not required Salesforce CRM experience is a plus. Team-oriented with a proactive, can-do attitude Strong attention to detail with the ability to complete accurate, thorough work with a sense of urgency Ability to prioritize and manage fluctuating workloads while multitasking effectively Self-motivated and capable of working independently, taking initiative when needed

Additional Details:

This is an in-office (non-remote) position

Schedule:

8:30a-5:00p,

Monday-Friday Salary Range:

$50,000-$55,000 (annualized) Notary (must obtain credentials following hire) Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth, and after-tax contributions, as well as generous holiday and paid time off policies. Interested? Candidates should submit a resume to Please note that when applying , we request that you answer all of the following questions: How would you want a client to feel when they enter our offices? Why would this be important? Do you have experience working with custodians in financial services (e.g., Fidelity Wealthscape, or Charles Schwab Institutional)? If yes, please provide additional details. Please share why you are interested in this position and what your career goals are. What is a key priority for you in your next position?