Private Client Services Associate

Job Description

Job Description

A well-established wealth management firm in San Diego, CA is in search of a Private Client Services Associate to support their financial advisory team! This important position plays a vital role in enhancing the client experience at the firm by providing administrative and operational support to three wealth advisors and delivering exceptional client service.  You need to have 1 year of professional experience in a related industry, have a series 65 or 66 license (or be able to pass the test) and exposure to CRM systems.

You will be working at a new office space in a fast-paced, team-oriented and professional environment that embraces a culture of support for clients, the community and one another.  The position offers a flexible hybrid schedule, competitive salary, 100% medical coverage, 401k, growth opportunities and more!

Pay Range: $65,000 - $70,000 DOE

Responsibilities:

• Collect and manage required documents for onboarding
• Assist with client follow-up, including calls and inquiries
• Respond to client requests, inquiries, and transactions
• Coordinate and schedule meetings between Wealth Advisors and clients as needed
• Prepare reports, marketing materials, and other documents for client meetings
• Perform data entry, filing, and other administrative tasks to support the Wealth Advisors
• Utilize Excel, Word, Outlook, and PowerPoint for various tasks
• Maintain accuracy and attention to detail while managing high-volume client interactions
• Provide exceptional client service by ensuring timely and accurate responses to client inquiries
• Collaborate with the Wealth Advisors and support staff to deliver optimal client experiences

Requirement­s:

• Bachelor's degree
• Minimum of 1 year of professional experience or relevant internship experience
• Series 65 or 66 certification is not required initially but must be obtained
• Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint
• Experience with CRM systems, preferably Salesforce
• Excellent organizational and communication skills
• Detail-oriented and able to handle high volumes of client interactions
• Prior experience in the financial services industry or individual wealth management is preferred

Benefits:

• 100% medical insurance coverage
• Dental and Vision insurance
• 401k with 3% match
• 10 days PTO
• 5 days PSL
• 11 paid holidays
• Bonus potential
• Growth opportunities
• Flexible hybrid schedule
• Friendly work environment

To learn more about this position, submit your application today!

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