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Client Services Specialist

Employer
Whelan Financial
Location
Fresno, California
Salary
Competitive Salary (DOE)
Closing date
Feb 5, 2021

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

Client Services Specialist

In short, we are looking for the best! Whelan Financial has worked hard to establish a warm, client-centered culture, with an overarching standard of excellence. We owe it to our clients to provide our very best; and in order to do so, we must obtain and retain elite talent!

We are looking for a team member who exudes integrity, energy, and intelligence to join us!  

Our ideal candidate is excited by the prospect of the following:

  • An opportunity to learn from a team of highly experienced CFP® practitioners
  • A fast- paced environment with an affinity for change
  • A willingness to provide clients with excellent service
  • Supporting senior advisors in the financial planning process

Required Qualifications: 

  • Bachelor’s degree
  • 5+ years of professional office experience
  • Technological proficiency

To apply for the position please submit your resumé to kasandra@whelanfinancial.com along with a brief statement (3-5 sentences) on what makes you the best candidate. Note, applicants should be prepared to undergo background, drug and credit screenings at the appropriate time. 

Company

At Whelan Financial clients come first. Just as we are committed to provide an unparalleled level of service, we are dedicated to the highest standard of ethics. We take our fiduciary role seriously and proudly uphold principles that exceed industry standards. Established in 1988 by Vincent J. Whelan, CFP®, our firm provides both financial planning and investment management services to individuals, families, trusts, and qualified plans in the Central Valley and across the United States. As a fee-only Registered Investment Advisory firm we do not charge a commission and are solely compensated by our clients. Visit whelanfinancial.com to learn more about our firm and team of experienced professionals.

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