Senior Customer Service Associate

About Pacific Peak Advisors
We’re a boutique financial planning firm dedicated to helping clients achieve life goals — not just manage investments. We value integrity, lifelong learning, community, and enjoying life. We’re seeking a motivated teammate to grow into a key role supporting our advisors and clients.

Position Summary
This is Mid/Senior level support role for someone with strong service instincts and office/tech skills who wants to develop into a central member of our small team. This individual should be an independent self-starter. You will provide client-facing support, administrative partnership to our advisors, and help maintain our operational systems. Standard hours are Monday - Friday 9:00am - 3:30pm. *This is not a remote position. 

Key Responsibilities

• Serve as a primary client contact by phone, email, and in person; deliver timely, professional responses
• Prepare for client meetings (materials, account summaries, agendas) and manage post-meeting follow-up
• Open and maintain client accounts, process paperwork (DocuSign), and ensure documentation accuracy
• Manage cloud systems and databases (Office 365, Salesforce, Orion, E-Money, Y-Charts)
• Perform administrative tasks to support daily advisor workflows (Ex: scheduling appointments, inbound phone calls, etc.)
• Assist with ad-hoc projects to improve processes and client experience
• Other duties and projects as assigned

Qualifications

• 3+ years customer service or administrative experience; financial services experience preferred
• Proficient with Microsoft Word, Excel, Outlook; experience with DocuSign and CRM (Salesforce preferred) a plus
• Comfortable with cloud-based tools and very basic IT troubleshooting
• Highly organized, detail-oriented, able to manage multiple priorities with follow-through
• Excellent verbal and written communication and a client-first mindset
• Collaborative team player who thrives in a small-firm environment
• Must pass FBI fingerprint/background check per FINRA requirements
• Willingness to obtain Series 66 or Series 63 / Series 65 and Life & Health Insurance

What We Offer

• Clear growth and professional development opportunities
• Mentorship from experienced advisors and exposure to comprehensive financial planning
• Supportive, close-knit team culture with an emphasis on balance and community
• Competitive salary with performance/qualification based increases
• 401(k) with Roth match
• Medical / Dental / Vision
• PTO & Bank Holidays
• Powder Day Clause included