Wealth Management Client Services Specialist | Remote

Pinnacle Wealth Advisors; Oregon (WI); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

Retirement plan with employer contribution

Paid time off and holidays

Licensing and professional development support

Job summary

Pinnacle Wealth Advisors is seeking a Client Service Associate to enhance client experiences through precision and accountability. This role requires 3+ years in a wealth management environment, where attention to detail and independent workflow management are crucial.

The salary range is $70,000 – $85,000 annually, along with health benefits and a retirement plan. Candidates should be effective communicators and comfortable in a fast-paced environment.

Qualifications

• 3+ years of experience in RIA or comparable financial services.
• Demonstrated strong attention to detail.
• Clear professional communication skills.

Responsibilities

• Act as a primary point of contact for client services.
• Prepare client meeting materials accurately.
• Manage onboarding workflows for clients.
• Maintain client records within CRM systems.
• Track and resolve open items proactively.

Skills

Client service skills

Attention to detail

Independent workflow management

Professional communication

Organizational skills

Proficiency in Microsoft Office

Experience with CRM systems

Tools

Redtail

Orion

Job description

Pinnacle Wealth Advisors is seeking a Client Service Associate to enhance client experiences through precision and accountability. This role requires 3+ years in a wealth management environment, where attention to detail and independent workflow management are crucial.

The salary range is $70,000 – $85,000 annually, along with health benefits and a retirement plan. Candidates should be effective communicators and comfortable in a fast-paced environment.