Part-Time Client Service Team Associate

Pay: Starting at $24\+ per hour (based on experience)

Schedule: 20–28 hours per week (weekdays only, no nights/weekends)

*Do you enjoy helping people and staying organized?*

We’re looking for a friendly, tech\-savvy, detail\-oriented individual to join our Client Service Team at a boutique financial planning firm. This is a great opportunity for students or early\-career professionals to gain hands\-on experience in financial services, client support, and office operations.

• Ideal for students pursuing business, finance, or administrative careers.
• No prior finance experience required.

What You’ll Do

• Be the first point of contact for clients and create a welcoming, professional experience
• Support a financial advisor and estate planning attorney with daily operations
• Handle client service tasks, including:
• Scheduling appointments
• Preparing meeting materials
• Processing client requests and forms
• Maintaining client databases
• Reconciling portfolios
• Sending quarterly statements
• Provide general administrative support in a small team environment

What We’re Looking For

• A genuine desire to help others
• Strong attention to detail and organization
• Reliable and tech\-savvy team player
• Ready to collaborate as a team
• Comfortable working in a small office (5–8 people)
• Office or administrative experience is a plus, but not required
• Must successfully pass background checks

Schedule

• 20–28 hours per week
• Flexible weekday schedule within office hours (Monday–Friday, 8am–5pm)

Options include:

• 3 (8 hour) days per week, or
• 5 (4\-5 hour) afternoons per week

Pay \& Growth

• Starting at $24\+ per hour (DOE)
• Performance reviews and raises at: 6 months, 12 months, Annually thereafter

Benefits \& Perks

• Training provided
• No nights or weekends
• Paid sick time (per CA law)
• Hands\-on training provided
• 100% employer\-funded retirement plan (for eligible employees)
• Team celebrations (birthdays, work anniversaries, Admin Assistant Day)

How to Apply

• Submit your resume
• Include your desired pay range
• Add your availability (weekdays between 8am–5pm)

Interview Process:

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

Pay: From $24\.00 per hour

Benefits:

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

Work Location: In person