Client Service Specialist

About Passport Wealth Management

Passport Wealth Management is a fee-only, fiduciary wealth management firm based in Cornelius, NC. We're a small, close-knit team in one of the best growth stretches in our history - which means we're investing now in the people and systems that let us take great care of more clients without losing the personal touch that got us here. We run our business on a clear operating framework, so you'll always know what's expected of you, how your work fits the bigger picture, and how you're doing.

About the Role

We're hiring a Client Service Specialist to be the steady hand behind our clients' experience, the person who makes sure meetings are ready, paperwork keeps moving, and nothing falls through the cracks. You'll report to Dan, our owner, and work closely with the rest of our small team.

Hours: 25–40 hours/week (we would love to find the perfect full-time person)

Location: In-office at our Cornelius, NC office

Start: As soon as we find the right fit

Salary: Commensurate with experience

What You'll Do

• Prepare for and follow up on client meetings: building agendas, confirming details in advance, and making sure every follow-up item actually gets closed out
• Manage client account paperwork start to finish: new accounts, transfers, and the everyday forms that keep client accounts accurate and current
• Assist clients with account-related inquiries, paperwork, and administrative requests
• Help maintain accurate client records within the CRM, File Explorer, and financial planning software
• Own our client gifting and milestone program, making sure clients feel remembered at the moments that matter to them
• Support our busiest season of the year by tracking client documents, following up on outstanding items, and keeping projects moving
• Help keep the office running: supplies, phones, calendars, and the everyday things a small firm needs to function smoothly
• Build trusted relationships through proactive service and attention to detail
• Handle sensitive client information with the discretion and care our clients trust us with

What We're Looking For

• Someone with a client-first mindset
• Someone who finishes what they start - you don't let things sit at "almost done"
• Naturally organized and detail-oriented, without needing someone looking over your shoulder
• A calm, steady presence even when the workload picks up
• A clear, warm communicator; you'll regularly be the face of our firm to clients
• Trustworthy with confidential and sensitive information
• Bachelor's degree preferred or equivalent professional experience
• Someone who genuinely enjoys behind-the-scenes work.
• 1-2+ years of client service, administrative, banking, financial services, or wealth management experience
• Proficiency with Microsoft Office
• Experience with Schwab Advisor Center, Salesforce, and Orion

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Application Question(s):

• Please paste your cover letter here.
• Please link your LinkedIn profile here.

Work Location: In person