Private Wealth Associate - High-Touch Client Service

HighTower Advisors, LLC; San Diego (CA); Presencial; USD 100.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

Parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Competitive base salary

Descripción de la vacante

Crest Capital Advisors, part of the Hightower community, is seeking a Private Wealth Associate in San Diego to support client accounts and money movement with white-glove service. You will collaborate with the Managing Director and team to maintain files, prepare statements, and handle account onboarding.

Ideal candidates have 3+ years in financial services, strong communication, and a BA/BS in business or finance, plus Series 7/66 or 63/65 licensing.

Formación

• 3+ years of experience in Financial Services
• 1+ years of experience in customer service
• Work with clients in person and over the phone in a professional manner
• BA/BS degree in business, finance or related field preferred
• Experience in MS Office applications, such as Word, Excel, and Outlook
• Acquire a working knowledge of the portfolio of accounts
• High level client service skills
• Ability to work effectively in a team environment or independently
• Series 7/66 or 63/65 required

Responsabilidades

• Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
• Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management
• Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
• Onboard new client accounts through collection of client information and necessary documentation
• Establish new investment accounts – drafting letters, preparing customer welcome packets
• Respond to questions regarding accounts, policies, and procedures
• Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
• Process client requests (wires, checks, journals, etc.)
• Assist clients with establishing online access for statements and confirm
• Maintain client files

Conocimientos

Financial services experience

Customer service

Professional communication

MS Office

Teamwork

Securities license

Educación

BA/BS in business or finance

Herramientas

MS Office (Word, Excel, Outlook)

Descripción del empleo

Crest Capital Advisors, part of the Hightower community, is seeking a Private Wealth Associate in San Diego to support client accounts and money movement with white-glove service. You will collaborate with the Managing Director and team to maintain files, prepare statements, and handle account onboarding.

Ideal candidates have 3+ years in financial services, strong communication, and a BA/BS in business or finance, plus Series 7/66 or 63/65 licensing.