Client Services Associate

Pinnacle Wealth Advisors; Oregon (WI); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Retirement plan with employer contribution

Paid time off and holidays

Licensing and professional development support

Job summary

Pinnacle Wealth Advisors is seeking a Client Service Associate to enhance client experiences through precision and accountability. This role requires 3+ years in a wealth management environment, where attention to detail and independent workflow management are crucial.

The salary range is $70,000 – $85,000 annually, along with health benefits and a retirement plan. Candidates should be effective communicators and comfortable in a fast-paced environment.

Qualifications

• 3+ years of experience in RIA or comparable financial services.
• Demonstrated strong attention to detail.
• Clear professional communication skills.

Responsibilities

• Act as a primary point of contact for client services.
• Prepare client meeting materials accurately.
• Manage onboarding workflows for clients.
• Maintain client records within CRM systems.
• Track and resolve open items proactively.

Skills

Client service skills

Attention to detail

Independent workflow management

Professional communication

Organizational skills

Proficiency in Microsoft Office

Experience with CRM systems

Tools

Redtail

Orion

Job description

Client Service Associate (In-Office and Remote) | Wealth Management (RIA)

Pinnacle Wealth Advisors is a Portland-based boutique firm committed to positively impacting lives through innovation and a commitment to excellence. By challenging conventional approaches, we strive to transform the wealth management industry. Our team aims to deliver smarter strategies and personalized services to empower clients to achieve their financial goals. Learn more about our mission and vision at ThinkPinnacle.com.

The Role

We are seeking a Client Service Associate who operates with a high level of ownership, accuracy, and professionalism. This role is central to the client experience and requires someone who anticipates needs, follows through without prompting, and takes pride in getting details right the first time.

This is not an entry-level administrative position. It is best suited for someone who is already comfortable in a wealth management environment and is looking to deepen their impact within a high-performing team.

Responsibilities

• Act as a primary point of contact for client service needs, delivering timely, precise, and thoughtful support
• Prepare for client meetings with a high degree of accuracy, including customized materials and reporting
• Execute account openings, ACATs, money movements, and maintenance requests with minimal oversight
• Coordinate meetings end-to-end, ensuring preparation and follow-through are handled seamlessly
• Maintain clean, accurate, and well-documented client records within CRM systems
• Manage onboarding workflows to deliver a polished, high-touch client experience
• Work directly with custodians (e.g., Schwab, Fidelity) to resolve issues efficiently
• Track and close out open items proactively—nothing falls through the cracks
• Support ongoing client communications and reporting
• Adhere strictly to compliance and confidentiality standards

What We’re Looking For

• 3+ years of experience in an RIA, wealth management, or comparable financial services environment
• Demonstrated ability to manage workflows independently with strong attention to detail
• Working familiarity with insurance products (e.g., life insurance, annuities, etc.) and related servicing processes
• Clear, professional communication skills with clients and internal stakeholdersStrong organizational discipline and follow-through
• Comfort operating in a fast-paced, high-expectation environment
• Proficiency in Microsoft Office and CRM systems (Redtail, Orion)
• High level of integrity and discretion

Strongly Preferred

• Experience working with high-net-worth clients
• Familiarity with custodial platforms (Schwab, Fidelity, etc.)
• Working knowledge of financial planning and investment processes
• Bonus would be Series 7 and/or 65 licensed (or actively pursuing)
• Salary Range:$70,000 – $85,000 annually, depending on experience and qualifications
• Health, dental, and vision coverage
• Retirement plan with employer contribution
• Paid time off and holidays
• Licensing and professional development support

Additional Considerations

This role is best suited for candidates who:

• Take ownership rather than wait for direction
• Value precision and accountability in their work