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Private Client Associate

Perigon Wealth Management
Remote

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Job Details

Full-time
$70,000 - $90,000 a year
11 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

CRM software
DocuSign
Investment management software
Managing clients in a customer support role
Salesforce Cloud
Customer relationship management
Financial services
E-signature software
CRM system proficiency
Escalation handling
Cloud storage services
Technical Proficiency

Full Job Description

COMPANY OVERVIEW

Perigon Wealth Management is a fast-growing, advisor-led Registered Investment Advisor (RIA) serving clients across the U.S. The firm employs over a hundred and fifty associates across 20+ office locations and has client assets under management (AUM) exceeding $11 billion. We operate with the belief that growth happens through meaningful relationships, thoughtful planning, and an experience that feels personal, not transactional.

POSITION OVERVIEW

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white-glove client service skills are of the highest importance for this role.

Responsibilities include providing guidance on operational procedures and best practices related to alternative investment servicing, assisting advisors and clients with subscription documentation, funding requirements, and account maintenance, and coordinating with custodians, fund sponsors, and internal teams to facilitate the timely processing and resolution of alternative investment requests. The Associate also serves as a resource for fellow Client Service Associates, sharing knowledge and supporting operational consistency across the team. A strong understanding of firm policies, custodial operating procedures (Schwab, Fidelity, Pershing, and SEI), and technology platforms is essential to successfully navigate Perigon’s internal and custodial processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Maintain client relationships
Work within the firm’s processes to ensure client needs are met
Process client requests and inquiries with a high level of accuracy
Ensure key client and account information is accurate and up to date
Open new accounts, initiate account transfers & rollovers
Onboard new clients and/or client accounts: collect client data, process account paperwork
Provide guidance on operational procedures and best practices related to alternative investment servicing.
Serve as a primary resource for alternative investment products, including private equity, hedge funds, private credit, and real estate investments.
Process money movement requests
Input data within Portfolio Management Software for client billing
Maintain client data within CRM
Prepare advisors and clients for quarterly & annual meetings
Schedule and coordinate meetings with Financial Advisors and other firm personnel as needed
Conduct limited research projects and project-based requests by advisors and firm leadership

MINIMUM QUALIFICATIONS (Knowledge, Skills, and Abilities)

5 years experience in a client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred)
Excellent written and verbal communications skills
Experience working with custodial platforms (Pershing, Fidelity, TD Ameritrade, Schwab, Pershing, SEI)
Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud Storage
Recognizes and respects the importance and reasons for adhering to policies and procedures
Operates with a clear understanding of when to act independently and when to escalate
for others’ involvement
Takes ownership of initiatives and continues to move forward in the face of challenges
Honors commitments, assumes responsibility and takes ownership

Must reside in PST

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as applicable.

Know Your Rights Poster -
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act
The Employee Polygraph Protection Act (EPPA) -
https://www.dol.gov/agencies/whd/posters/employee-polygraph-protection-act
The Family and Medical Leave Act (FMLA) Poster - https://www.dol.gov/agencies/whd/posters/fmla

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

Do you have experience supporting financial advisors?
Do you reside in PST?

Experience:

Fidelity: 1 year (Required)
Charles Schwab: 1 year (Required)
Salesforce: 1 year (Required)

Work Location: Remote

Quick Apply

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