Remote Wealth Management Analyst Jobs

The Client Service Associate provides proactive advisor level support while maintaining a high level of customer service. The ideal candidate will play an integral role in the office, working closely with a group of Advisors and acting as a direct liaison to clients. The candidate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. You will be responsible for a variety of research and special projects, and will be in charge of reporting, high level and critical correspondence, and working collaboratively in an exciting and high touch professional environment.

Responsibilities

• Serve as a resource to multiple financial advisors in supporting client relationships
• Assist in the implementation of new client accounts and the ongoing servicing of existing clients
• Managing travel & expenses, including making travel arrangements and processing expenses for team members
• Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning

Qualifications

• Bachelor's Degree preferred but not required
• Strong proficiency in Microsoft Office
• Excellent analytical skills and problem-solving abilities
• Exemplary interpersonal and communication skill
• Knowledge of financial industry and investment products preferred but not required

Salary and Benefits

• Hourly or salary compensation structure based on experience
• Part time or full time available
• If full time, a hybrid in office / work from home is available
• Paid company healthcare
• Paid time off

Company

• Pacific Pointe Advisors is a fast-growing, family centered wealth management firm providing sound financial guidance and advice. We provide financial planning, financial advice, and comprehensive wealth management to an array of households.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Work Location: In person