Part-Time Client Service Representative
7 days ago
This is a 28-hour per week role that includes benefits and the opportunity to work in a fast-paced environment with a passionate team of associates. Our unique culture values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
We look for individuals with 2+ years of relevant work experience and a focus on excellent client service. You will be expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire. We offer significant technology training and extensive one-on-one support to help you succeed.
The estimated annual salary for this position is around $55,000-$65,000 depending on location and experience. If you are looking for a challenging yet rewarding role with a stable employee-owned firm, please apply.
Key Responsibilities:
- Provide exceptional client service and operational support for Financial Advisors
- Manage client onboarding coordination, including proposal generation and account paperwork
- Analyze data and identify opportunities to drive business growth
- Develop and maintain client relationships through regular communication and reporting
- Coordinate seminars and events to engage clients and promote wealth management solutions
Benefits:
- Flexible work-life balance with a 28-hour workweek
- Opportunity to grow as a professional in a fast-paced environment
- Team-oriented culture with a strong sense of partnership
- Comprehensive training and support for career development
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