Part-Time Client Service Associate
Core
Administrative and operational support for financial advisors and clients, ensuring accurate account processing and exceptional client experiences.
Role type
Part-time Client Service Associate
Builds
Client account records, meeting schedules, compliance documentation, and client communication materials
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Administrative coordination, CRM system proficiency, Microsoft Office Suite, client communication, data accuracy, compliance adherence, calendar management, document processing
Responsibilities
Serve as first point of contact for clients via phone, email, and in person; Schedule and confirm client meetings; Process account maintenance requests (beneficiary updates, transfers, RMDs); Maintain client records in CRM; Coordinate with custodians and financial institutions; Prepare reports and correspondence; Manage office logistics and supplies
Seniority
Entry-level, part-time support role