What are the responsibilities and job description for the Client Service Associate (Financial Services / Wealth Management) position at Crest View Wealth Group?
Client Service Associate
Crest View Wealth Group | Reno, NV
Pay Range: $22–$28 per hour
Crest View Wealth Group is a boutique, client‑first financial planning firm focused on long‑term relationships and exceptional service. We are seeking a detail‑oriented Client Service Associate who enjoys supporting clients and advisors while helping deliver a seamless, professional experience.
- Serve as a primary client contact, delivering warm, accurate, and timely service
- Handle daily client inquiries, scheduling, and in‑office greetings
- Assist with account openings, money movement, and client onboarding
- Prepare letters, forms, and reports for clients and prospects
- Maintain accurate client records and workflows using CRM software
- Provide administrative and operational support to advisors and management
- Assist with referrals, marketing initiatives, events, and social media efforts
- 1–3 years of client service or administrative experience
- Strong communication, organization, and follow‑through
- Comfort using CRM systems and Microsoft Office
- Ability to multitask, problem‑solve, and stay calm under pressure
- Interest in financial services and client relationship support
- High School Diploma required
- In‑office (resident) role
- Travel less than 25%
- Client‑first, relationship‑driven culture
- Collaborative, supportive team environment
- Opportunities for professional growth and skill development
Crest View Wealth Group is an independent contractor of Raymond James Financial Services and an equal opportunity employer.
Salary : $22 - $28