Client Service Representative at Pacific Coast Business Times, Inc.

Mission Wealth is hiring a full-time Client Services Representative to support its Operations department and assist with onboarding new clients. The role involves preparing account paperwork, facilitating transactions, maintaining registrations, tracking transfers, obtaining cost basis, uploading documents to Salesforce, assisting clients with the client portal, and performing administrative duties. The position is based in the Scottsdale office and requires a bachelor’s degree, at least two years of financial-industry client-service experience, Fidelity or Schwab custodial-platform experience, Salesforce proficiency, and strong organizational and communication skills. Compensation is $65,000 plus a $20,000 annual bonus, with medical, dental, vision, retirement, leave, wellness, and educational benefits.