Client Service Associate

Modern Wealth Management; Plantation (FL); On-site; USD 20,664 - 27,552; Part time

Benefits offered by this job

Collaborative team environment

Exposure to financial services industry

Consistent part-time schedule

Job summary

Modern Wealth Management is looking for a part-time Client Service Associate in Plantation, FL. In this role, you will be the first point of contact for clients and visitors, managing front-desk operations and supporting the client experience. The ideal candidate has strong communication and organizational skills, along with a service-oriented mindset. This is an excellent opportunity to contribute to a professional office environment while gaining exposure to the financial services industry.

Qualifications

• Prior experience in an administrative, receptionist, or customer service role preferred.
• Ability to multitask in a fast-paced office environment.

Responsibilities

• Greet clients and visitors providing a positive first impression.
• Serve as the primary point of contact for incoming calls and inquiries.
• Manage front-desk operations including mail handling and visitor coordination.

Skills

Strong communication

Interpersonal skills

Attention to detail

Organizational skills

Service-oriented mindset

Education

High school diploma or equivalent

Associate’s or bachelor’s degree

Job description

Client Service Associate (Part-Time)

Location: Plantation, FL

Schedule: In-office, Monday, Wednesday, Friday | 8:30 AM – 5:30 PM

About the Role

We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal for someone who enjoys working with people, takes pride in creating a welcoming environment, and thrives in a professional office setting.

As a Client Service Associate, you will serve as the first point of contact for clients and visitors while supporting day-to-day office operations and helping deliver an exceptional client experience.

Key Responsibilities

• Greet clients and visitors and provide a positive, professional first impression
• Serve as the primary point of contact for incoming calls and office inquiries
• Manage front‑desk operations, including mail handling and visitor coordination
• Maintain a clean, organized, and welcoming office environment
• Support meeting coordination, scheduling, and general office logistics
• Assist advisors and internal teams with client service and administrative tasks
• Ensure all interactions are handled with professionalism, discretion, and confidentiality

Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred
• Prior experience in an administrative, receptionist, or customer service role preferred
• Strong communication and interpersonal skills
• Highly organized with strong attention to detail
• Professional, reliable, and service‑oriented mindset
• Ability to multitask in a fast‑paced office environment

Why Join Us

• Opportunity to be a key contributor to the client experience
• Collaborative and professional team environment
• Consistent, part‑time schedule with in‑office presence
• Exposure to the financial services industry and potential for growth

Equal Employment Opportunity Statement

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law. We are committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process.