Senior Client Services Representative

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 Senior Client Services Representative to enhance our client service experience, contribute to our growing business, and help our clients achieve their financial goals.

What You’ll Do:
As a Client Services Lead, you’ll be the bridge between advisors and clients, ensuring exceptional client experiences through:
• Managing client relationships via phone, virtual meetings, and in-person interactions.
• Preparing client meeting materials, including illustrations, charts, and reports.
• Completing and trackin...