Client Service Associate (Financial Services / Wealth Management)

Client Service AssociateCrest View Wealth Group | Reno, NVPay Range: $22–$28 per hourCrest 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.What You’ll DoServe as a primary client contact, delivering warm, accurate, and timely serviceHandle daily client inquiries, scheduling, and in‑office greetingsAssist with account openings, money movement, and client onboardingPrepare letters, forms, and reports for clients and prospectsMaintain accurate client records and workflows using CRM softwareProvide administrative and operational support to advisors and managementAssist with referrals, marketing initiatives, events, and social media effortsWhat You Bring1–3 years of client service or administrative experienceStrong communication, organization, and follow‑throughComfort using CRM systems and Microsoft OfficeAbility to multitask, problem‑solve, and stay calm under pressureInterest in financial services and client relationship supportQualificationsHigh School Diploma requiredIn‑office (resident) roleTravel less than 25%Why Crest View?Client‑first, relationship‑driven cultureCollaborative, supportive team environmentOpportunities for professional growth and skill developmentCrest View Wealth Group is an independent contractor of Raymond James Financial Services and an equal opportunity employer.