Private Wealth Client Services Associate

Perigon Wealth Management; San Francisco (CA); On-site; USD 75,000 - 115,000; Full time

Job summary

Perigon Wealth Management is seeking a Private Client Associate to support Wealth Managers with day-to-day operations and client service. The role emphasizes professional communication, attention to detail, and white-glove service as you interact with Private Wealth Advisors.

The Associate will navigate firm policies and custodial partners (Schwab, Fidelity, Pershing, SEI) with high technology acumen, handling account paperwork, money movements, CRM updates, and client data integrity.

Qualifications

• Strong client service background within wealth management or related industries.
• Excellent written and verbal communications skills.
• Experience with custodial platforms (Fidelity, TD Ameritrade, Schwab, Pershing, SEI).

Responsibilities

• Maintain client relationships and ensure client needs are met.
• Process client requests with high accuracy and data integrity.
• Open new accounts, initiate transfers and rollovers.
• Onboard new clients and collect client data and paperwork.
• Input data into portfolio management software for client billing.
• Maintain client data within CRM and related systems.
• Prepare advisors and clients for quarterly and annual meetings.
• Schedule meetings with financial advisors and firm personnel.
• Identify internal process improvements.

Skills

Client service

Communication

Custodial platforms

CRM software

Policy adherence

Tools

Portfolio Management Software

DocuSign

Cloud Storage

Job description

Perigon Wealth Management is seeking a Private Client Associate to support Wealth Managers with day-to-day operations and client service. The role emphasizes professional communication, attention to detail, and white-glove service as you interact with Private Wealth Advisors.

The Associate will navigate firm policies and custodial partners (Schwab, Fidelity, Pershing, SEI) with high technology acumen, handling account paperwork, money movements, CRM updates, and client data integrity.