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

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Crest Capital Advisors, a member of the Hightower community, is seeking a Private Wealth Associate in San Diego. The position demands strong multi-tasking, communication, and detailed organization to support client accounts and money movement.

You will report to the Managing Director, work in-office Monday through Friday, and join a team focused on delivering exceptional client service within a fast-paced wealth-advisory practice.

Qualifications

• 3+ years of experience in Financial Services.
• 1+ years of experience in customer service.
• Professional in handling client interactions by phone and in person.
• BA/BS degree in business, finance or related field preferred.
• Experience with MS Office applications (Word, Excel, Outlook).
• Strong client service skills and team collaboration ability.
• Series 7/66 or 63/65 required.

Responsibilities

• Provide white glove level service to clients, administering accounts and money movement.
• Prepare client balance sheets, meeting materials, and liaise on assets and liabilities.
• Prioritize workflow and support operation and administration of client accounts.
• Onboard new client accounts with required information and documentation.
• Open new investment accounts with letters and welcome packets.
• Respond to account queries regarding policies and procedures.
• Review daily activity and reconcile client transactions for accuracy.
• Process client requests (wires, checks, journals, etc.).
• Assist clients with online access for statements.
• Maintain organized client files.

Skills

Financial services

Customer service

Teamwork

Communication

MS Office

Time management

Education

Bachelor's degree in business, finance or related field

Tools

MS Office

Job description

Crest Capital Advisors, a member of the Hightower community, is seeking a Private Wealth Associate in San Diego. The position demands strong multi-tasking, communication, and detailed organization to support client accounts and money movement.

You will report to the Managing Director, work in-office Monday through Friday, and join a team focused on delivering exceptional client service within a fast-paced wealth-advisory practice.