Client Service & Operations Assistant

Client Service \& Operations Assistant (Part\-Time)

Thin Blue Line Financial \| Miami, FL (Hybrid)

Company Description

Thin Blue Line Financial is a specialized financial planning firm serving law enforcement professionals and their families. We focus on retirement planning, pension coordination, DROP strategies, and long\-term financial security for first responders.

Our practice is built on trust, responsiveness, and operational precision. As we continue to grow, we are seeking a highly organized professional to help support client service operations and maintain a well\-structured, efficient practice.

Role Description

This is a part\-time hybrid role based in Miami, FL, with flexibility for some remote work. Regular in\-person time will be required.

This role requires consistent daily availability during the workweek. Hours cannot be consolidated into a few full days.

The Client Service \& Operations Assistant plays an important role in keeping the practice organized and running smoothly. This position manages account paperwork, maintains CRM accuracy, coordinates client service needs, and supports workflow improvements.

This role is ideal for someone who enjoys creating order, improving systems, and ensuring nothing falls through the cracks.

Key ResponsibilitiesAccount \& Service Operations

• Manage end\-to\-end account opening and transfer processes
• Track paperwork through completion and funding
• Communicate with custodians (Schwab) to resolve service issues
• Monitor transfer progress and proactively update clients

CRM \& Data Management (Redtail)

• Maintain complete and accurate client records
• Track activities, follow\-ups, and service requests
• Organize contacts, tagging, and workflow tasks
• Ensure data integrity and reliability

Client Service

• Communicate directly with clients regarding service needs and paperwork
• Send reminders related to retirement timelines and required actions
• Respond to routine client service requests promptly and professionally

Prospect \& Pipeline Support

• Track prospective clients and retirement timelines
• Maintain follow\-up schedules after meetings and consultations

Workflow \& Process Improvement

• Assist with onboarding workflows and recurring service processes
• Help implement automation for reminders and client outreach
• Identify opportunities to improve efficiency and organization

Administrative Support

• Coordinate scheduling and client meetings
• Assist with day\-to\-day operational needs of the practice

Special Projects

• Assist with occasional social media management and marketing coordination

(This is a small component of the role.)*

QualificationsRequired

* 3\+ years of experience in a financial services support role

• (RIA, brokerage, wirehouse, or bank wealth division)
• Experience handling account paperwork and transfers
• Strong attention to detail and organizational skills
• Ability to manage multiple tasks and deadlines
• Professional client communication skills
• Comfort using financial technology systemsPreferred
• Experience with
Schwab Advisor Center or similar custodial platforms
• Experience with
Redtail CRM
• Experience supporting a financial advisor or planning practice

Who You Are

• Highly organized and detail\-oriented
• Reliable and proactive
• Professional and calm when working with clients
• Task\-focused and process\-driven
• Comfortable working independently

This role is focused on operations and client service and does not involve sales responsibilities.

Pay: $22\.00 \- $28\.00 per hour

Language:

• English (Required)

Work Location: Hybrid remote in Doral, FL 33172