Client Services & Operations Associate

Every Season Wealth Partners

Las Vegas (NV)

On-site

USD 28,000 - 30,000

Part time

3 days ago

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Job summary

Every Season Wealth Partners in Las Vegas, NV is seeking a detail-oriented Client Services & Operations Team Member for a part-time role with potential for full-time growth. You will support client service, account administration, and day-to-day operational needs while learning how a wealth management firm operates from the inside.

The position includes a 90-day introductory period to evaluate fit, with the possibility of transition to full-time for the right candidate.

Qualifications

Highly organized with strong attention to detail.
Ability to take initiative and follow through on tasks.
Professional, clear communication with clients and colleagues.
Customer-service mindset with a desire to help and resolve issues.
Comfortable using technology and learning new systems.

Responsibilities

Assist with preparation and processing of client paperwork.
Support new account openings, transfers, contributions, distributions, and account maintenance.
Track outstanding items and help ensure requests are completed.
Maintain accurate client information and records.
Assist with new-client onboarding.
Help prepare materials for client meetings and follow-up items.
Communicate with clients and outside partners as appropriate.
Support day-to-day client service needs and learn wealth management systems.
Document and improve internal processes as you learn them.