Private Wealth Client Services Associate

Perigon Wealth Management, LLC; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Perigon Wealth Management is seeking a Private Client Associate to join the Client Service team in San Francisco. The role supports Wealth Managers with day-to-day operations, account administration, and high-touch client service.

You will interact with Private Wealth Advisors, open new accounts, process transfers, maintain data in CRM and portfolio systems, and help prepare for quarterly and annual meetings.

Qualifications

• Strong client service background in wealth management or related industry.
• Excellent written and verbal communications skills.
• Experience with custodial platforms: Fidelity, TD Ameritrade, Schwab, Pershing, SEI.
• Knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage.
• Ability to follow policies and procedures with careful independent judgment.

Responsibilities

• Maintain client relationships.
• Support Wealth Managers with day-to-day operations and client service tasks.
• Process client requests with high accuracy.
• Open new accounts, initiate transfers & rollovers.
• Input data in Portfolio Management Software and CRM.
• Coordinate meetings and prepare advisors for reviews.
• Identify internal process improvements.

Skills

Client service

Communication skills

Policy adherence

Independence with escalation

Ownership & accountability

Education

Bachelor's degree or higher

Tools

Fidelity

TD Ameritrade

Schwab

Pershing

SEI

CRM

Portfolio Management Software

DocuSign

Cloud Storage

Job description

Perigon Wealth Management is seeking a Private Client Associate to join the Client Service team in San Francisco. The role supports Wealth Managers with day-to-day operations, account administration, and high-touch client service.

You will interact with Private Wealth Advisors, open new accounts, process transfers, maintain data in CRM and portfolio systems, and help prepare for quarterly and annual meetings.