Part-Time Client Specialist
Core
Deliver client service and operational support to Financial Advisors by coordinating onboarding, managing communications, and executing account transactions.
Role type
Part-time client operations specialist
Builds
Client onboarding workflows, account transaction records, and client event materials
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client onboarding coordination, Securities licensing (SIE, Series 7, 66/63/65), CRM management, Account transaction execution, Regulatory compliance, Microsoft Office proficiency
Preferred skills
AI-enabled tools adoption, Social media management, Seminar organization, Investment opportunity analysis
Responsibilities
Manage Financial Advisor prospect pipeline and prepare new account paperwork, Answer incoming phone calls and manage client needs, Schedule client appointments and conference rooms, Assemble materials and reports for client meetings, Coordinate seminars and client events, Enter security orders for stocks, bonds, and other investment vehicles, Proactively review investment opportunities and notify Financial Advisors