Join our mission to help individuals and families see their financial dreams come true.
We’ve spent nearly 40 years defining The Summit Difference for our clients. Summit Wealth has helped individuals and families manage their financial situation with robust asset management, tax planning, and business solution planning services. We’re not in the business for ourselves—we’re in it for our clients. We want people to have peace of mind, and we’ll do all we can to help them reach their goals.
Everything we do begins and ends with the relationships we build. We align with our clients’ vision for the future and deliver solutions that ensure their security. We understand their drives and vice versa.
If you share our passion for comprehensive planning and quality support, you may be a perfect fit for the Summit team.
Want To Join Summit? We’re Ready for You
Client Service Specialist
The Client Service Specialist plays a crucial role in consistently delivering a memorable client experience. They’re responsible for making sure client needs are met pleasantly, accurately, and in a timely manner. The position focuses on providing team member support as the direct contact for processing most client service requests.
A high degree of direct communication with clients is required. Therefore, pleasant, clear, and concise verbal and written skills are a must. Superior customer service is paramount for new and existing clients via telephone and personally in-office. The focus of the Client Service Specialist should be one of accommodation toward fellow team members in the firm and firm clients with close attention to detail and special emphasis on personally exemplifying the long-term organizational vision and objectives.
Client Relationship Manager
The Client Relationship Manager plays a key role in consistently delivering a memorable client experience. They’re responsible for making sure client needs are met pleasantly, accurately, and timely. The ideal candidate will possess a working knowledge of financial markets and wealth management.
The position’s focus is on providing support for Senior Wealth Advisors. A high degree of direct communication with clients is required. Therefore pleasant, clear, and concise verbal and written skills are a must. Superior customer service is paramount for new and existing clients via telephone and personally in-office. The focus of the Client Relationship Manager should be one of accommodation toward advisors, clients, and team members, with close attention to detail.
Who We’re Looking For
Summit is interested in professionals who share our passion for quality service and are ready to build financial plans for our clients. Please apply if:
You communicate to connect. You have the confidence and skill to speak positively, effectively, and professionally, regardless of your audience. You think about how to enhance the relationship with every email you send and every call you make.
You juggle tasks like a pro. You work well under pressure and know how to prioritize deadlines. You handle changing priorities and evolving responsibilities with ease. You find a way to work well with people of different personality types and expectations.
You like being several steps ahead. You anticipate both staff and clients’ individual needs through your exceptional organizational skills. You think proactively and ask all the right questions. You make complex tasks look easy by taking the initiative to plan ahead.
You deliver the “Wow” factor. Your attention to detail always impresses people. You regularly receive praise for your quick and accurate work product. You go above and beyond what people expect as you pursue a perpetual “5-star” rating.
You’re by the book but think outside the box. You respect processes and procedures while simultaneously thinking critically about them.
You’re all in. You are loyal and committed to the culture of Summit and the vision and values we share. You keep an open mind and believe constructive criticism is a great way to grow. Most importantly, you recognize the importance of teamwork.
