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Client Services - Wealth Management

San Diego, CA

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RemX is seeking a dedicated Client Services – Wealth Management associate for a Direct Hire opportunity located onsite in Mission Valley, CA. Pay is approximately 50kDOE; this is an excellent opportunity for a new Finance grad looking to be on a smaller, busy, team and grow with a company.


Duties and Responsibilities

  • Compile and update necessary documents and contracts in CRM
  • Prepare presentation materials
  • Gather meeting notes and input them to client files
  • Obtain and process all client information and transactions
  • Create new accounts and maintain client portfolios
  • Perform administrative and clerical duties as necessary
  • Assist the Principles with administrative office tasks and ad hoc reporting

Job Requirements

Requirements and Qualifications

  • Bachelor's degree in Business, Finance, or related field is required
  • 1-2 years of CSR or related background; finance or banking preferred
  • Proficient in MS Office Suite / CRM experience
  • Strong communication and organizational skills
  • Detail-oriented
  • Exceptional customer service skills
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