Client Services Specialist (Part Time) (Remote)

P.R. Curtman Investments LLC; Milton, Northern (FL, KY); Hybrid; USD 19,000 - 28,000; Part time

Job summary

P.R. Curtman Investments LLC seeks a Part-Time Client Service Administrator to support client service requests, scheduling, and account operations. This client-facing role focuses on service and execution, while routing complex questions to the advisor and maintaining clean records in our CRM.

Ideal candidates are highly organized, detail-oriented, and comfortable following documented processes. Compensation starts at $17/hour, with potential increases based on performance and competency.

Qualifications

• Experience in an RIA, broker-dealer, banking ops, or wealth mgmt admin is a plus.
• New to financial services but well organized and coachable is welcome.
• Emails and calls to clients should be polished and professional.

Responsibilities

• Coordinate client scheduling and follow-ups (email/phone).
• Assist with new account paperwork and maintenance tasks.
• Maintain client records in Advyzon and manage workflow/checklists.

Skills

Strong written communication

Phone presence

Attention to detail

Checklists

Task management

Independence

People-oriented

Tools

Advyzon (CRM)

Charles Schwab Advisor Center

Job description

PR Curtman Investments (Florida) is a boutique, fee-only Registered Investment Advisor serving high-net-worth individuals and families (typical client has $1,00,000+ in investable assets). We run a high-touch service model built on responsiveness, clean processes, and professional communication.

We’re hiring a Part-Time Client Service Administrator (CSA) to support client service requests, scheduling, and account operations.

Role Overview

This is a client-facing administrative role focused on service and execution. You will help keep client requests moving, coordinate paperwork, and maintain clean records in our CRM.

This role does not provide investment advice and does not involve trading.

• Part-time: approximately 10 to 15 hours per week
• Remote: must be dependable and responsive during agreed working windows

Responsibilities

Client communication and scheduling

• Call and email clients to schedule review meetings and follow-ups (Calendly)
• Provide friendly, professional support and route strategy or advice questions to the advisor

Account service and operations

• Support account opening by coordinating and processing new account paperwork, gathering required information, and tracking progress through completion
• Process account maintenance requests including:
  • Trusted contact updates
  • Beneficiary updates
  • Bank links (ACH instructions)
  • Contact information changes and general service items
• Coordinate transfers between accounts and with outside institutions, including ACAT transfers
• Track each request from start to finish and follow up until complete

CRM and workflow discipline

• Keep client records, notes, and tasks organized in Advyzon (CRM)
• Follow and improve checklists to ensure accuracy and consistency

Tools We Use

• Charles Schwab Advisor Center
• Email, phone, PDFs, e-signature, and standard office tools

What We’re Looking For

Ideal experience

• Experience in an RIA, broker-dealer, custodian platform, banking operations, or wealth management admin role is a plus
• If you’re new to financial services but are well organized and coachable, we still want to hear from you

Must-haves

• Strong written communication (your emails need to sound polished and professional)
• Confident, warm phone presence
• High attention to detail and pride in accurate work
• Thrive on checklists and comfortable following documented processes
• Ability to manage multiple tasks without dropping the ball
• Detail-oriented
• Operate independently
• Like people and want to be helpful

Compensation

Starting at $17/hour with no CSA experience, with the opportunity to increase based on performance and demonstrated competency.