We’re Hiring – Front Desk/Client Services Associate

June 10, 2022 | Category: Articles

Flat megaphone with speech bubble and phrase "we are hiring"

Summit Financial Group is searching for a talented and dedicated Front Desk/Client Services Associate to join our growing San Ramon, CA team. We are an established financial planning and wealth management firm that takes pride in building client relationships that last a lifetime. Our advisors and staff of professionals are dedicated to serving those clients and our community to the best of our abilities.

About the role:

In this position, you will provide administrative support under the direction of the Client Services Manager. You will be key in creating a great first impression of Summit Financial Group while greeting guests, answering telephones, and directing inquiries from clients, advisors, and support staff. In addition, this role will provide client service support for a designated advisor/team. This will include processing service requests, prepping for client reviews, and other support items as needed.

The right person for this role is a polished individual with a professional image, a positive and flexible attitude, strong customer service skills, and the unique ability to make people feel welcome. We are open to full-time candidates (benefits included) or part-time as a job share.

We seek an individual who is self-motivated and eager to pitch in where needed. You are not afraid to make mistakes and learn from them. You are comfortable multi-tasking and staying on track in an environment with frequent interruptions.

In addition to your competitive compensation package, Summit has a progressive bonus program where employees share in the financial success of the firm and in modeling the Abundance Mindset.

Desired Skills:

• 2+ years of experience working in a front desk, customer service, or administrative-related position
• Financial Services industry experience preferred but not required
• Experience using a multi-line phone
• Excellent verbal and written communication skills
• Solid foundation working within Microsoft Office products (Excel, Word, and Outlook)

Why Summit Financial Group, LLC?

We believe that our purpose is to enrich the lives of our clients, our team, and the community around us. At our core we are team players who strive for growth, care about people, and aim to do it right. If this idea excites and inspires you, join us —Summit might just feel like home!


Please send your resume and cover letter to [email protected].