Client Services Associate

About Us: Cerro Pacific Wealth Advisors is a boutique, client-focused Registered Investment Advisor (RIA) built on the belief that great financial planning starts with great relationships. Our close-knit, experienced team is dedicated to delivering personalized wealth management and financial planning solutions to our clients. As we continue to grow, we're looking for a motivated, service-oriented individual to join our team and help us deliver the exceptional experience our clients expect.

About the Role: This role is designed for someone who wants to build a long-term career in financial planning and wealth management. You will start by mastering the operational foundation of a growing RIA, gaining hands-on exposure to client service, custodial platforms, and financial planning workflows from day one. As you develop, you will progress toward greater client-facing and planning responsibilities, with firm support for your Series 65 licensure and CFP education once certain parameters are met. In a small firm, your contributions are visible, your learning curve is steep in the best way, and your path forward is real.

Reporting directly to the Client Service Manager, this person will handle the time-sensitive tasks that keep our practice running smoothly while building the knowledge base that defines a career in this industry.

Compensation & Benefits: Salary: $45,000 – $60,000, dependent on experience and skills. Additional benefits include paid time off, health, vision, and dental insurance, 401(k) plan, and optional group plans including a Health Savings Account (HSA), Flexible Savings Account (FSA), and more.

Key Responsibilities

Client Service

• Assist with client onboarding, including account opening paperwork and documentation
• Assist the paraplanner and advisors with meeting preparation materials as needed
• Respond to routine client inquiries regarding account information, statements, and service requests
• Answer and route incoming phone calls; serve as a warm, professional first point of contact for clients
• Schedule client meetings and coordinate calendar logistics for advisors
• Communicate with custodians on behalf of clients to process service requests

Operations & Administration

• Process money movements including deposits, transfers, and distributions
• Deposit checks and maintain accurate records of incoming assets
• Upload, file, and organize client documents in the firm's document management and CRM systems
• Prepare and distribute client account statements and reports
• Maintain and update client data in CRM; ensure records are current and accurate
• Support quarter-end and year-end administrative workflows
• Assist with compliance-related filing and recordkeeping

Team Support

• Provide general administrative support to advisors and the Client Service Manager
• Identify opportunities to improve day-to-day processes and workflows

What We're Looking For

Required

• Bachelor's degree (Finance, Business, Communications, or related field preferred)
• Exceptional attention to detail and organizational skills — you catch the things others miss
• Strong written and verbal communication skills; comfortable and personable on the phone
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to manage multiple tasks and prioritize in a fast-paced environment
• A team-first attitude and genuine desire to serve clients well

Preferred (Not Required)

• Prior experience at an RIA, broker-dealer, bank, or other financial services firm
• Familiarity with custodial platforms (e.g., Schwab, Fidelity, Altruist)
• Experience with CRM software (Wealthbox)

Why Join Cerro Pacific

• Be a valued, visible member of a small, collaborative team — not a number
• Learn the full lifecycle of wealth management operations from day one
• A supportive environment that invests in your professional development, including firm support for your Series 65 licensure and CFP education
• Prior associates in this role have grown into paraplanner and planning-focused positions within the firm
• Exposure to a broad range of responsibilities that will accelerate your career in financial services

How to Apply

To be considered for this position, please submit both your resume and a cover letter. In your cover letter, please specifically address the following two questions:

• Why are you interested in this job?
• Why do you believe you'd be a good fit?

Applications submitted without a cover letter addressing these questions will not be reviewed.