Senior Customer Service Associate
Pacific Peak Advisors
Job Description
Job Description
About Pacific Peak Advisors
We’re a boutique financial planning firm dedicated to helping clients achieve life goals — not just manage investments. We value integrity, lifelong learning, community, and enjoying life. We’re seeking a motivated teammate to grow into a key role supporting our advisors and clients.
Position Summary
This is Mid/Senior level support role for someone with strong service instincts and office/tech skills who wants to develop into a central member of our small team. This individual should be an independent self-starter. You will provide client-facing support, administrative partnership to our advisors, and help maintain our operational systems. Standard hours are Monday - Friday 9:00am - 3:30pm. *This is not a remote position.
Key Responsibilities
- Serve as a primary client contact by phone, email, and in person; deliver timely, professional responses
- Prepare for client meetings (materials, account summaries, agendas) and manage post-meeting follow-up
- Open and maintain client accounts, process paperwork (DocuSign), and ensure documentation accuracy
- Manage cloud systems and databases (Office 365, Salesforce, Orion, E-Money, Y-Charts)
- Perform administrative tasks to support daily advisor workflows (Ex: scheduling appointments, inbound phone calls, etc.)
- Assist with ad-hoc projects to improve processes and client experience
- Other duties and projects as assigned
Qualifications
- 3+ years customer service or administrative experience; financial services experience preferred
- Proficient with Microsoft Word, Excel, Outlook; experience with DocuSign and CRM (Salesforce preferred) a plus
- Comfortable with cloud-based tools and very basic IT troubleshooting
- Highly organized, detail-oriented, able to manage multiple priorities with follow-through
- Excellent verbal and written communication and a client-first mindset
- Collaborative team player who thrives in a small-firm environment
- Must pass FBI fingerprint/background check per FINRA requirements
- Willingness to obtain Series 66 or Series 63 / Series 65 and Life & Health Insurance
What We Offer
- Clear growth and professional development opportunities
- Mentorship from experienced advisors and exposure to comprehensive financial planning
- Supportive, close-knit team culture with an emphasis on balance and community
- Competitive salary with performance/qualification based increases
- 401(k) with Roth match
- Medical / Dental / Vision
- PTO & Bank Holidays
- Powder Day Clause included
Vacancy posted 2 days ago
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