Careers – Client Services Specialist – Fresno, CA

Who We Are

The Planning Center is a fee-only financial planning firm that provides a safe place for their clients to discuss what matters most to them and their family. Our goal is to help people make better decisions as they navigate life’s transitions and guide them toward the life they want. We have several locations within the U.S. and are continuing to expand our office and client footprint.  As a mid-size privately owned company, we value diverse perspectives, entrepreneurial thinking, and above all, a commitment to always act in our client’s best interests.

Position summary

  • Deliver first class customer service to any clients, prospective clients, or vendors you interact with
  • Work with clients on the completion of all required paperwork in their relationship with TPC
    • Includes paperwork related to custody with Schwab, Axos, etc.
      • This could be account openings, closures, contributions, distributions, systematics, rollovers, transfers, beneficiary changes, etc.
    • Includes paperwork with outside custodians for rollovers, account transfers and management of outside assets
    • Includes annual compliance disclosures such as ADV offering & Form CRS
  • Annual year end client RMD review
  • Answer incoming client phone calls and take any necessary steps to assist
  • Backup for Client Services Associates whenever necessary
    • Client scheduling
    • Process necessary mail, firm paperwork, forms, and checks
    • Gathering and upkeep of all client records within all software platforms
    • Manage all orders or supplies
    • Coordinate any location specific events
  • Serve on TPC Committees as needed

 

Minimum Qualifications 

  • High School Graduate or GED
  • 3-5 years of direct customer service experience
  • Proficiency with MS Office
  • Strong sense of professionalism

 

Knowledge Required

  • Communication/social skills
  • Strong organizational skills
  • Strong computer skills, CRM knowledge and data entry 
  • Knowledge of office procedures and policies 
  • Docusign, Custodial signature capability, adobe acrobat, Sharefile
  • TPC Processes
  • Custodial Processes

 

What we are offering

  • Competitive salary- $50-70k
  • 401k match
  • Paid time off + holidays
  • Fully paid parental leave
  • Work from home flexibility ~ 2 days a week
  • Health insurance for you and your family (90% of individual premiums and 70% of family premiums covered by TPC)
  • Dental insurance (50% of premium covered by TPC)
  • Life insurance ($50k policy fully covered by TPC)
  • Disability insurance (Fully covered by TPC)
  • Continuing education budget
  • Professional dues paid

 

If you would like to apply, please email your resume and cover letter to mattm@theplanningcenter.com.