Part-Time Client Service Associate

Raymond James; Altoona (PA); On-site; USD 20,664 - 34,440; Part time

Job summary

Irwin Financial Incorporated is seeking a Part-Time Client Service Associate who is dependable, dynamic, attentive, and team oriented. The role supports financial advisors and branch office operations with a client-focused approach.

Key duties include handling daily client inquiries by phone and in person, scheduling meetings, opening new accounts, processing transfers, and maintaining CRM records. The position is onsite and part-time, with a schedule of 3 days per week.

Qualifications

• 2+ years of professional office experience.

Responsibilities

• Respond to daily client inquiries by phone and in person, schedule meetings, and greet clients.
• Provide administrative support to financial advisors and branch staff.
• Open new client accounts and process money movements; research information as needed.
• Ensure client paperwork is accurate and submitted correctly; follow up for completion.
• Prepare letters, forms, and reports to support servicing clients and prospecting.
• Create and maintain client records in the CRM system.
• Participate in training and professional development to stay current on industry policies.

Skills

Effective communication

Customer service

Tools

CRM software

Microsoft Office

Job description

Job Description Summary

Irwin Financial Incorporated is seeking a Part‑Time Client Service Associate who is dependable, dynamic, attentive, and team oriented. The role supports financial advisors and branch office operations with a client‑focused approach.

Essential Duties and Responsibilities

• Service daily client inquiries over the phone and in‑person, including scheduling meetings and greeting clients.
• Work independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed.
• Ensure client paperwork and documentation is accurate prior to submission and processing, and follow up to ensure accurate completion.
• Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients.
• Prepare various business summary reports and client‑specific reporting as needed for review by the financial advisor.
• Create and maintain records and files utilizing Client Relationship Management (CRM) software.
• Actively engage in available training/cross‑training and educational and/or professional development opportunities to remain current on industry policies and procedures.
• Perform other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities

Knowledge of

• Company’s working structure, policies, mission, and strategies.
• General office practices, procedures, and methods.
• Basic investment concepts, practices, and procedures used in the securities industry.
• Financial markets, products, and industry regulations.

Skill in

• Client Relationship Management (CRM) software.
• Microsoft Office.
• Effective communication (in‑person, virtual, phone, and mail).

Ability to

• Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a task‑oriented work environment.
• Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions, or concerns.
• Analyze problems and establish solutions in a fast‑paced environment.
• Use appropriate interpersonal styles and communicate effectively.
• Work both independently and as part of a team.
• Provide a high level of customer service.

Education/Experience Requirements

• 2+ years of professional office experience.

Workstyle

Onsite

Travel

None required

Schedule

Part‑Time, 3 Days a Week / 8 Hours a Day (Preferred)

Compensation and Benefits

The total compensation includes base salary or wages and may include additional compensation (cash or equity), discretionary bonuses, or commissions. The position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance; accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility and specific offerings may vary based on position and employment status.

Equal Opportunity Employer

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.