Client Service and Operations Personnel

CRESTMONT PRIVATE WEALTH IS A LOCALLY OWNED BUSINESS SERVING 150+ FAMILIES WITH ~250mm IN ASSETS UNDER MANAGEMENT.  We take great pride in being a business built for families, as a fiduciary partner to those we serve.

Crestmont Private Wealth is hiring a position for our Boerne historic (renovated) office located on Main St, which won a preservation award in 2023.   

This is a full-time position (40+ hours) requiring in-office presence (no remote work). We are seeking a team player who is committed to our mission. Interested candidates are requested to submit a cover letter, along with three (3) professional references and a resume. Please note that candidates who do not provide all three items will not be contacted. Upon completion of resume submissions and reviews, selected candidates will be contacted for interviews in May.

Ideal Qualifications:

• Minimum of 2 years of experience.

• College degree required.

• Strong attention to detail, organization, and an inclination for focusing on details.

• Proficient in following processes, enhancing them when necessary, and capable of working autonomously across various tasks.

• Prior experience in a financial services firm preferred, including tasks such as opening IRAs, brokerage accounts, and processing required minimum distributions.

• A positive attitude, reliability, and a genuine enjoyment in engaging with clients, whether face-to-face or via phone conversations.

• Proficiency in computer-based tools including Outlook, Teams, Excel, and PowerPoint.

Crestmont offers the following benefits for full time employees:  

1. Comprehensive healthcare coverage including medical, dental, and vision plans.

2. Employer contribution towards medical insurance premiums.

3. Access to flexible spending accounts (FSA) for dependent care and health savings accounts (HSA).

4. 401(k) retirement plan with a generous 4% employer match.

5. Charitable matching program to support causes important to employees.

6. Health and wellness initiatives to promote employee well-being.

7. Generous paid time off (PTO) policy, including 25 PTO days to start.

8. 11 paid holidays throughout the year.

9. Family bonding leave to support employees during important life events.

10. Provision for mental health days to prioritize employee mental well-being.

11. Sabbatical leave options, including 5- and 10-year sabbaticals, to encourage rest and rejuvenation.

The pay range for this position is between $40,000 to $65,000 annually, commensurate with experience and qualifications.