Full-Time Client Service Team Associate (Financial Planning Firm)

Pay: Starting at $28\+ per hour (based on experience)

Schedule: 24–28 hours per week (Weekdays only, no nights/weekends)

Why You’ll Love This Role

Do you love helping others and making a positive impact every day? Join our small, dynamic Client Service Team at boutique financial planning firm, and deliver first\-class support to our valued clients. Your work will directly impact our client experience and office operations.

We’re looking for someone who is kind, organized, and tech\-savvy, who thrives in a small office environment (5–8 employees).

What You’ll Do

• Be the first point of contact for clients
• Provide back\-office client support: schedule appointments, prepare client meeting materials, complete forms, process requests, place trades, maintain databases, reconcile portfolios, and send quarterly statements
• Administrative support: general office tasks in a small, team\-oriented environment
• Assist the estate planning attorney with scheduling appointments and administrative tasks

What We’re Looking For

• Genuine desire to make a positive difference in someone else’s day
• Highly detail\-oriented, organized, and a great team player
• Thrives in a small office environment
• Ready to collaborate as a team
• Must successfully pass background checks

Some experience is a plus, but not required:

• Administrative experience
• Financial services experience
• Banking experience
• Legal experience

Schedule

• Full\-time: 40 hours/week
• Monday–Friday, 8am–5pm (1\-hour lunch)
• No nights or weekends

Compensation \& Growth

• Starting at $28\+ per hour (based on experience)
• Performance reviews and raises at 6 months, 12 months, and annually thereafter
• Hands\-on training and mentorship

Perks \& Benefits

• 100% employer\-paid health, dental, and vision insurance for employee (dependents covered via payroll deduction)
• 6 sick days per CA law
• 10 company\-paid holidays per year
• 1 week paid vacation in the first year, 2 weeks after 2\+ years
• 100% employer\-funded retirement plan (once eligibility is met)
• Employee celebrations: birthdays, work anniversaries, Admin Assistant Day
• NO nights or weekend shifts

How to Apply

• Submit your resume
• Include your desired pay range

Interview Process:

• First interview: Virtual
• Second interview: In\-person
• Background check required (criminal, identity, credit)

Job Type: Full\-time

Pay: From $28\.00 per hour

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person