Private Client Associate – Hybrid – Petaluma, CA

Private Client Associate – Hybrid – Petaluma, CAThe Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks. Candidates will be interacting directly with Private Wealth Advisors, and as such, professional communication, attention to detail, and white-glove client service skills are of the highest importance for this role.The Private Client Associate will be responsible for understanding the firm policies, as well as the operating procedures of our custodian partners (Schwab, Fidelity, Pershing, SEI). They will need to have a high level of technology acumen to navigate Perigon’s internal and custodial processes.Position Title: Private Client AssociateDepartment: Client ServicesLocation: Hybrid – Petaluma, CAEmployment Status: Full-timeFLSA Status: ExemptEffective Date: 2025Company OverviewPerigon Wealth Management is a rapidly growing independent Registered Investment Advisor (RIA) based in San Francisco, CA. We manage approximately $8 billion in client assets as a fee-only fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Michigan, Georgia and Florida with plans for significant near-term growth and expansion into new markets.Essential Duties and ResponsibilitiesThe essential functions include, but are not limited to the following:Maintain client relationshipsWork within the firm’s processes to ensure client needs are metProcess client requests and inquiries with a high level of accuracyEnsure key client and account information is accurate and up to dateOpen new accounts, initiate account transfers & rolloversOnboard new clients and/or client accounts: collect client data, process account paperworkProcess money movement requestsInput data within Portfolio Management Software for client billingMaintain client data within CRMPrepare advisors and clients for quarterly & annual meetingsSchedule and coordinate meetings with Financial Advisors and other firm personnel as neededConduct limited research projects and project-based requests by advisors and firm leadershipParticipate in local firm initiatives organized by local firm leadershipIdentify internal process improvementsMinimum Qualifications (Knowledge, Skills, and Abilities)Strong client service background with significant work history within a wealth management, asset manager, insurance company, bank or related industry (RIA Experience Preferred)Excellent written and verbal communications skillsExperience working with custodial platforms (Fidelity, TD Ameritrade, Schwab, Pershing, SEI)Working knowledge of Portfolio Management Software, CRM, DocuSign and Cloud StorageRecognizes and respects the importance and reasons for adhering to policies and proceduresOperates with a clear understanding of when to act independently and when to escalatefor others’ involvementTakes ownership of initiatives and continues to move forward in the face of challengesHonors commitments, assumes responsibility and takes ownershipPhysical Demands and Work EnvironmentThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.This job description in no way states or implies that these are the only duties to be performed by the employee(s) of this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the employee(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an at will relationship.The company is an equal opportunity employer and complies with ADA regulations as applicable. #J-18808-Ljbffr

Created: 2025-09-17