Client Experience & Operations Associate - Part-Time

Jambalaya Group; Bellingham (WA); On-site; USD 33,000 - 41,000; Part time

Benefits offered by this job

Paid time off

Vacation time

Paid holidays

Paid sick leave

Training

Growth opportunities

Job summary

Jambalaya Group in Bellingham, WA, seeks a Client Service & Operations Associate to deliver organized, responsive client service and keep the office running smoothly. The role supports the advisor and manages about 135 client relationships through a structured calendar.

You will handle front-office support, mail, scheduling, meeting prep, client records, new-account processing, and limited money movements within supervisory procedures. 30 hours/week on-site.

Qualifications

• Two or more years in administrative, client-service, operations, banking, insurance, or financial-services.
• Excellent written and verbal communication with clients.
• Comfort with confidential personal and financial information.

Responsibilities

• Serve as a welcoming client contact by phone, email, and in person.
• Manage mail, document routing, scanning, and other office activities.
• Coordinate client scheduling, confirmations, and routine follow-up.
• Prepare for client meetings by assembling materials and updating records.
• Document meeting notes and next steps in the CRM using templates.
• Process new-account paperwork and service requests accurately.
• Support basic money movements within supervisory procedures.
• Maintain confidential electronic client files and privacy compliance.

Skills

Client service

Attention to detail

Time management

Team collaboration

Microsoft 365

CRM systems

Communication

Tools

Microsoft 365

CRM software

Job description

Jambalaya Group in Bellingham, WA, seeks a Client Service & Operations Associate to deliver organized, responsive client service and keep the office running smoothly. The role supports the advisor and manages about 135 client relationships through a structured calendar.

You will handle front-office support, mail, scheduling, meeting prep, client records, new-account processing, and limited money movements within supervisory procedures. 30 hours/week on-site.