Client Services Representative

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.
• Ability to manage multiple priorities without errors.

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.
• Support with client onboarding logistics and assist with client events.

Skills

Strong organizational and documentation skills

Professional verbal and written communication

Ability to manage multiple priorities without errors

Communication

Organization

Schedule coordination

Tools

Financial planning software

Custodial platforms

Office software

Job description

Overview

Type: Full-Time

Reports To: Lead Advisors / Operations Lead

Location: Pacific Beach, San Diego, CA (In-Office)

About Schoettle Financial

Schoettle Financial is a family-owned independent wealth management and financial planning firm delivering comprehensive financial guidance and concierge-level service to individuals, families, and business owners. We focus on personalized planning, investment management, tax strategy, and multi-generational legacy planning. Our office is located in Pacific Beach.

Role Overview

We are hiring a Client Service Associate who is detail-driven, proactive, and serious about delivering a polished client experience. You will be the operational backbone of the firm — handling documentation, coordinating client communications, supporting advisors, and ensuring nothing falls through the cracks. We value execution, responsiveness, and professionalism.

Key Responsibilities

Client Support & Communication

• Serve as a primary point of contact for client service needs
• Coordinate and schedule meetings, prepare materials, and manage follow-up
• Ensure timely and accurate responses to client inquiries

Account & Operations Management

• Prepare and process new account paperwork, transfers, beneficiary updates, and service requests
• Track money movements (wires, ACH, account updates)
• Work with custodians and our advisors to resolve issues quickly

Office & Team Support

• Prepare conference rooms and materials for client meetings
• Assist with client onboarding logistics
• Support occasional client events hosted by the firm
• Contribute to improving internal processes and operational efficiency

Qualifications

Required

• 1–3+ years in financial services, wealth management, RIA, or similar client facing roles
• Strong organizational and documentation skills
• Professional verbal and written communication
• Ability to manage multiple priorities without errors

Preferred

• Experience with financial planning software
• Familiarity with custodial platforms
• Industry licenses (or willingness to obtain)

Compensation

Competitive base salary commensurate with experience, plus performance-based bonus potential.

Why This Role

• Work in a respected, independent advisory firm
• Be part of a collaborative, high-performing team
• Grow professionally in a hands-on environment
• Enjoy working steps from the beach in Pacific Beach