Schoettle Financial · 1 day ago
Client Services Representative
San Diego, CA
Full-time
Onsite
Entry, Mid Level
1+ years expSchoettle Financial is a family-owned independent wealth management and financial planning firm delivering comprehensive financial guidance. They are seeking a Client Service Associate who will serve as the operational backbone of the firm, handling documentation and client communications to ensure a polished client experience.
FinanceConsultingFinancial ServicesManagement Consulting
Responsibilities
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
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
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
Qualification
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 and financial planning software
Familiarity with custodial platforms
Industry licenses (or willingness to obtain)
Company
Schoettle Financial
Schoettle Financial provides personalized investment services to a limited group of clients.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2009-01-01Acquired
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