Client Service Associate — Wealth Management, In-Office

Schoettle Financial; San Diego (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive base salary

Performance-based bonus potential

Collaborative work environment

Job summary

A family-owned wealth management firm in Pacific Beach, CA seeks a Client Service Associate. This role involves managing client communications, processing account paperwork, and ensuring operational efficiency. Ideal candidates will have 1-3 years of experience in financial services and strong organizational skills. The position offers competitive salary with performance-based bonuses in a collaborative environment near the beach.

Qualifications

• 1–3+ years in financial services, wealth management, RIA, or similar client facing roles.
• Required strong organizational and documentation skills.
• Professional verbal and written communication necessary.

Responsibilities

• Serve as a primary point of contact for client service needs.
• Coordinate and schedule meetings, prepare materials, and manage follow-up.
• Prepare and process new account paperwork, transfers, beneficiary updates, and service requests.

Skills

Strong organizational and documentation skills

Professional verbal and written communication

Ability to manage multiple priorities without errors

Tools

Financial planning software

Custodial platforms

Job description

A family-owned wealth management firm in Pacific Beach, CA seeks a Client Service Associate. This role involves managing client communications, processing account paperwork, and ensuring operational efficiency. Ideal candidates will have 1-3 years of experience in financial services and strong organizational skills. The position offers competitive salary with performance-based bonuses in a collaborative environment near the beach.