Operations & Client Services Team Member

Every Season Wealth Partners; Las Vegas (NV); On-site; USD 28,000 - 30,000; Part time

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.

Skills

Organized

Detail-oriented

Proactive

Professional communication

Customer service

Tech-savvy

Multitasking

Curious learner

Accountability

Team player

Job description

Client Services & Operations Team Member

Every Season Wealth Partners | Las Vegas, Nevada

Part-Time with Potential for Full-Time Opportunity

$20-22/hr with an opportunity for increase following the 90-day Introductory Period.

About Every Season Wealth Partners

• Every Season Wealth Partners is a boutique wealth advisory firm in Las Vegas. We offer purpose-driven financial care, helping clients pursue wise financial stewardship through expert wealth strategies and a relationship that transforms every season of life.
• We believe money itself is not the end goal; it's simply a tool to use in pursuit of your greater mission. Therefore, we believe financial advice should begin with a client's life and values-not their spreadsheets-and that their unique needs should be met with exceptional service.
• Everything we do reflects our Core Values: Expertise, Communication, Strategy, Engagement, and Care.

The Opportunity | Client Services & Operations Team Member

• Hands-on tasks and projects, alongside our team, supporting client service, account administration, and day-to-day operational needs
• Detail-oriented duties for someone who is organized, dependable, curious, and interested in learning how a wealth management firm operates from the inside
• Part-time with potential to transition into a full-time role for the right person and the right fit
• A 90-day Introductory Period to start, allowing both you and our team to evaluate and assess the mutual fit

What You'll Do

• 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 complete follow-up items.
• Communicate with clients and outside partners as appropriate.
• Support our team with day-to-day client service needs.
• Learn the systems, technology, and processes used within a wealth management firm.
• Help document and improve internal processes as you learn them.
• Take on increasing responsibility as your knowledge and capabilities grow.

Who We're Looking For

You may be a great fit if you:

• Are highly organized and naturally pay attention to details.
• Follow through on what you say you'll do.
• Take initiative and are willing to figure things out.
• Communicate professionally and warmly.
• Enjoy helping people and solving problems.
• Are comfortable with technology and learning new systems.
• Can manage several priorities without losing track of the details.
• Ask good questions and want to understand why something is done-not just how to do it.
• Are dependable and comfortable being accountable for your work.
• Enjoy being part of a small, collaborative team.

Experience

Previous wealth management or financial services experience is not required. We're more interested in finding someone with the right combination of aptitude, curiosity, professionalism, work ethic, and care. Current college students, recent graduates, and individuals interested in exploring a career in financial services are encouraged to apply.

Where This Could Lead

Our immediate need is in Client Services & Operations, and that's where you'll spend your time learning and contributing. As we get to know you—and you get to know us, we'll evaluate what your best, long-term, mutual fit is with Every Season Wealth Partners. We're a growing firm, and we believe the best long-term roles are built around a person's strengths, interests, and the needs of the team.