Client Service Associate, Wealth Management

3 days ago

Remote, Oregon, United States Blue Summit Wealth Management Full time $25,000 - $50,000 per year

Position: Client Service Associate, Wealth Management

Hours: Full time, 32-40 hours/week

Pay: $25+/hr depending on experience

Start Date - Early 2026

Blue Summit Wealth Management is a family business founded in 1994. Our team is committed to aligning clients' investments with their sustainability values and providing sound financial planning advice. We are a hardworking but family-oriented business and operate with a strong ethic of social and environmental responsibility. It is our vision that every one of our clients feels secure having financial peace of mind and a team of caring professionals behind them.

The guiding values of Blue Summit are:

  • Conduct business with uncompromising integrity, honesty and professionalism
  • Work as a tight-knit team with respect and trust for each other
  • Steward our client's investments with Sustainable and Responsible Investing (SRI) principles
  • Always act with our client's best interests in mind

We are looking to add a full-time, experienced wealth management professional to increase bandwidth for our growing business. In this role, you'll be a key point of contact for our valued clients, leveraging your experience to ensure seamless service and support. From coordinating with 401(k) providers to resolving account details, you'll handle it all with professionalism and a client-first mindset.

Background Requirements:

  • At least 2 years of client-facing RIA or Wealth Management experience
  • Strong experience working with custodial software (Pershing, Schwab, etc) and CRM software
  • Strong experience interfacing with custodians to open accounts, process transfers, execute and follow-up on account service items

Responsibilities:

  • Initiate and process work cases on clients' investment accounts
  • Interact with clients to inform them of case status
  • Follow up with account custodians to ensure completion of work cases
  • Field calls, schedule appointments, and respond to client inquiries

Skills Needed:

  • Excellent attention to detail and professional demeanor
  • Strong organizational skills and ability to manage multiple tasks
  • Comfortable communicating via phone and email with clients
  • Research and investigative skills to find solutions and complete cases
  • Ability to identify and improve workflow areas
  • Positive and friendly attitude

Benefits:

  • Permanently remote – Pacific time zone preferred, we are San Diego CA based
  • Family-oriented firm offering accommodative schedule flexibility
  • Retirement plan matching
  • Bonus opportunities
  • Alignment with sustainable and responsible investing (SRI) company culture
  • Additional benefits can be discussed

Learn more about us at our website

Join us and be a part of a team that values top-notch client service, social/environmental responsibility, and a positive work environment

Job Type: Full-time

Pay: From $25.00 per hour

Expected hours: 32 – 40 per week

Benefits:

  • Flexible schedule
  • Retirement plan
  • Work from home

Work Location: Remote

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