Part-time Customer Service Associate

About Us

Established independent wealth management firm serving individuals, families, and businesses in the Mason/Deerfield area dedicated to helping clients pursue their financial goals through personalized advice and exceptional service. We are seeking a motivated, detail-oriented Client Service Associate to support our advisors and help deliver outstanding client experience.

This is an excellent opportunity for someone who enjoys building relationships, staying organized, and contributing to both client service and business growth.

Position Summary

The Client Service Associate serves as a key member of our team by supporting client relationships, managing administrative and operational tasks, and assisting with marketing initiatives. The ideal candidate is professional, proactive, organized, and committed to providing exceptional service.

Essential Responsibilities

Client Service & Operations

• Provide exceptional service to prospective and existing clients by phone, email, video conference, and in person.
• Schedule and coordinate client meetings and maintain advisor calendars.
• Process account paperwork, transfers, distributions, and other client service requests accurately and efficiently.
• Open and maintain client accounts while ensuring all documentation is complete and compliant.
• Prepare client correspondence, reports, presentations, and meeting materials.
• Maintain accurate records and client information within the firm's CRM system.
• Track pending items and proactively follow through to completion.
• Support daily branch operations and administrative functions.

Marketing & Business Development

• Assist with the creation and distribution of client communications, newsletters, and marketing materials.
• Coordinate client appreciation events, educational seminars, and community outreach activities.
• Assist with social media, website updates, and digital marketing efforts in accordance with compliance requirements.
• Support prospecting and business development initiatives.
• Help maintain a consistent and professional brand presence across all client-facing communications.

Qualifications

· Required: Ability to successfully complete and pass the Securities Industry Essentials (SIE) Exam within eight (8) weeks of employment. Candidates should be prepared to dedicate personal study time to satisfy this licensing requirement.

· Bachelor’s degree required.

• Prior experience in financial services, banking, client service, hospitality, marketing, or an administrative support role preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
• Experience with CRM systems and marketing platforms is a plus.
• Professional demeanor and commitment to exceptional client service.

What We're Looking For

The successful candidate will be:

• Relationship-focused and client-centered.
• Highly organized and dependable.
• Able to work independently while contributing to a collaborative team.
• Comfortable learning new technology and processes.
• Positive, proactive, and solutions oriented.

Schedule

Part-time position; scheduled hours during day-time business operations. Potential for full-time. Potential for full-time employment based on performance, licensing progress, and business needs.

Why Join?

Every team member plays an important role in our success. You'll have the opportunity to build meaningful client relationships, contribute to the growth of the practice, and work in a professional, collaborative environment where your contributions are valued.

Pay: $20.00 - $25.00 per hour

Benefits:

• On-the-job training

Work Location: In person