Private Wealth Associate | White-Glove Client Services

Hightower Advisors; San Diego (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k matching

HSA contributions

Student loan assistance

Pet insurance

Parental leave

Job summary

Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA, is looking for a Private Wealth Associate who excels in fast-paced environments and delivers white-glove client service. You will support account administration, onboarding, and money movements, reporting to the Managing Director.

The ideal candidate has 3+ years in financial services, 1+ year in customer service, and a BA/BS in business or finance. Series 7/66 or 63/65 is required.

Qualifications

• 3+ years of experience in financial services.
• 1+ years of customer service experience.
• BA/BS in business, finance, or related field preferred.
• Experience using MS Office (Word, Excel, Outlook).
• Series 7/66 or 63/65 required.

Responsibilities

• Provide white glove level of service to clients, administering accounts and money movements.
• Produce client balance sheets and meeting materials; interface with clients on money movement and asset/liability management.
• Onboard new clients and establish investment accounts; draft letters and welcome packets.
• Respond to questions regarding accounts, policies, and procedures.
• Review daily activity and reconcile client activity and transfers.
• Process client requests (wires, checks, journals).
• Assist clients with online access for statements and confirmations.
• Maintain client files.

Skills

Financial services

Customer service

MS Office

Client interaction

Education

BA/BS in business or finance

Tools

MS Office Suite

Job description

Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA, is looking for a Private Wealth Associate who excels in fast-paced environments and delivers white-glove client service. You will support account administration, onboarding, and money movements, reporting to the Managing Director.

The ideal candidate has 3+ years in financial services, 1+ year in customer service, and a BA/BS in business or finance. Series 7/66 or 63/65 is required.