Please note that at Crest Capital Advisors we are in the office Monday-Friday.We are looking for a
Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to excel in a fast-paced and evolving practice. You are thorough, organized, an excellent time manager, and are driven to develop and grow in your role. You will report to the Managing Director. #LI-Onsite
What You'll Do- Provide white glove level of service to clients, delivering administration of client financial accounts and associated money movement
- Produce client balance sheet, meeting materials, interface with clients with all aspects of money movement and asset / liability management
- Prioritize and organize workflow, and collaborate on all facets of the operation and administration of client accounts
- Onboard new client accounts through collection of client information and necessary documentation
- Establish new investment accounts - drafting letters, preparing customer welcome packets
- Respond to questions regarding accounts, policies, and procedures
- Review daily activity and reconcile current client activity, fund transfers and previous day activities to ensure accuracy
- Process client requests (wires, checks, journals, etc.)
- Assist clients with establishing online access for statements and confirm
- Maintain client files
What You'll Bring- 3+ years of experience in Financial Services
- 1+ years of experience in customer service
- Work with clients in person and over the phone in a professional manner
- BA/BS degree in business, finance or related field preferred
- Experience in MS Office applications, such as Word, Excel, and Outlook
- Acquire a working knowledge of the portfolio of accounts
- High level client service skills
- Ability to work effectively in a team environment or independently
- Series 7/66 or 63/65 required
What We Offer - Annual base salary of $100,000-$150,000 based on qualifications and experience
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
#LI-Onsite
