Private Wealth Associate - Crest Capital Advisors

About the role

Your Future Team Crest Capital Advisors, a member of the Hightower community, based in San Diego, CA. Since 2012, Crest Capital has flipped the traditional wealth management model on its head by putting service first to ensure its leaders can remain focused on their clients endeavors. Founded by 30-year industry specialists, Crest Capital has delivered full family office services to a select group of clientele around the country. As clients and their families have grown into more complex personal scenarios, the business has continually developed its suite of service offerings. Please note that at Crest Capital Advisors we are in the office Monday-Friday. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Responsibilities

• 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

Requirements

• 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