Client Services Representative

Overview

Type: Full-Time

Reports To: Lead Advisors / Operations Lead

Location: Pacific Beach, San Diego, CA (In-Office)

About Schoettle Financial

Schoettle Financial is a family-owned independent wealth management and financial planning firm delivering comprehensive financial guidance and concierge-level service to individuals, families, and business owners. We focus on personalized planning, investment management, tax strategy, and multi-generational legacy planning. Our office is located in Pacific Beach
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We are hiring a Client Service Associate who is detail-driven, proactive, and serious about delivering a polished client experience. You will be the operational backbone of the firm — handling documentation, coordinating client communications, supporting advisors, and ensuring nothing falls through the cracks. We value execution, responsiveness, and professionalism.

Client Support & Communication

• Serve as a primary point of contact for client service needs
• Coordinate and schedule meetings, prepare materials, and manage follow-up
• Ensure timely and accurate responses to client inquiries

Account & Operations Management

• Prepare and process new account paperwork, transfers, beneficiary updates, and service requests
• Track money movements (wires, ACH, account updates)
• Work with custodians and our advisors to resolve issues quickly

Office & Team Support

• Prepare conference rooms and materials for client meetings
• Assist with client onboarding logistics
• Support occasional client events hosted by the firm
• Contribute to improving internal processes and operational efficiency

Required

• 1–3+ years in financial services, wealth management, RIA, or similar client facing roles
• Strong organizational and documentation skills
• Professional verbal and written communication
• Ability to manage multiple priorities without errors

Preferred

• Experience with financial planning software
• Familiarity with custodial platforms
• Industry licenses (or willingness to obtain)

Competitive base salary commensurate with experience, plus performance-based bonus potential.

• Work in a respected, independent advisory firm
• Be part of a collaborative, high-performing team
• Grow professionally in a hands-on environment
• Enjoy working steps from the beach in Pacific Beach