Client Service Associate

Capitol Family Office; Beaverton (OR); Remote; USD 41,328 - 61,992; Part time

Job summary

A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while leveraging technology for efficiency. Ideal candidates will have 3+ years in a financial advisory firm and possess strong organizational and communication skills. This role offers flexible hours with competitive compensation.

Qualifications

• 3+ years' experience in a financial advisory, RIA, or wealth management firm.
• Ability to thrive in a fast-moving, task-heavy environment.
• Proactive with high attention to detail and strong organizational skills.

Responsibilities

• Coordinate client service requests and execute administrative tasks.
• Manage partner calendars and ensure follow-ups are completed.
• Communicate key updates and task statuses consistently.

Skills

Client service

Workflow coordination

Organizational skills

Use of technology and AI

Tools

Redtail

Calendly

Emoney

Zoom

Job description

Client Service Associate (Remote)

Capitol Family Office is a fully remote boutique financial advisory firm serving successful business owners, executives, and professionals. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

We're looking for an experienced, proactive Client Service Associate to join our team. This is a fast-paced role supporting both firm partners, with a focus on day-to-day execution, administration, operations, and client service. You'll work especially closely with our Managing Partner, acting as her right hand.

Why This Role Matters

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. If you love owning a full task list, working closely with senior leadership, and making things happen every day, this is for you.

What You'll Do (this is a small sample of the tasks we do each day)

Client Service & Workflow Coordination

• Coordinate and take action on client service requests

• Process account openings, transfers, and custodial forms with precision

• Handle client scheduling, reminders, and meeting logistics

• Track follow-ups and ensure all client tasks are completed accurately and on time

• Communicate directly with clients to complete tasks and service requests

Administrative & Tech-Savvy Execution

• Maintain organized digital files and CRM records (Redtail, ShareFile, etc.)

• Handle e-signature workflows, document tracking, and custodial follow-ups

• Use tools like Calendly, Emoney, and Zoom daily

• Leverage AI tools to draft emails, organize data, and reduce friction in routine work

Executive & Partner Support

• Manage partner calendars, follow-up tasks, and internal checklists

• Communicate key updates and task statuses clearly and consistently

• Step in to get things done quickly, without needing to be asked twice

• Proactively identify what needs attention and take ownership

What We're Looking For

• Have 3+ years' experience in a financial advisory, RIA, or wealth management firm

• Know the lingo, paperwork, custodians, and processes like second nature

• Thrive in a fast-moving, task-heavy environment with no room for dropped balls

• Take initiative, figure things out, and finish the job with high attention to detail

• Are a highly organized, reliable, proactive, and calm under pressure person

• Love working closely with senior leadership and interacting with clients

• Communicate clearly and consistently, even when working independently

• Enjoy using tech and AI to get more done faster

• Interest and experience with paraplanner tasks a plus.

Compensation

• $30–$45/hour depending on experience

• Contractor role; fully remote

• 20–40 hours per week (with flexibility and room to grow)

• Must be available to work with partners Monday – Friday PST

How to Apply

• Complete the questionnaire
• Upload your resume
• Provide 3 work references