Part-Time Client Service Associate (Financial Services) | Westlake Village, CA

Amodio Wealth Advisors; Westlake Village (CA); On-site; USD 34,440 - 48,216; Part time

Job summary

A financial advisory firm in Westlake Village, CA is seeking a part-time Client Service Associate. This role involves supporting client service needs, liaising with custodians, and preparing materials for meetings. Applicants should have experience in financial services and strong communication skills. Flexible working hours are available, and compensation ranges from $25 to $35 per hour depending on experience.

Qualifications

• 2+ years of experience in a financial services or investment advisory setting.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational abilities.

Responsibilities

• Support day-to-day client service needs, including account maintenance.
• Liaise with custodians to process client requests.
• Prepare materials for client meetings and assist with follow-ups.

Skills

Client service skills

Communication skills

Organizational abilities

Tools

LPL Financial

Job description

Overview

We are an independent financial advisory firm based in Westlake Village, CA, seeking a part-time Client Service Associate with prior experience in the financial services industry. This is an excellent opportunity for someone who thrives in a client-focused, detail-oriented environment and is looking for flexible, part-time work.

Responsibilities

• Support day-to-day client service needs, including account maintenance, money movement, and document preparation
• Liaise with custodians (e.g., LPL) to process client requests
• Prepare materials for client meetings and assist with follow-ups
• Handle confidential financial information with professionalism and discretion

Qualifications

• 2+ years of experience in a financial services or investment advisory setting
• Familiarity with custodians such as LPL Financial or similar platforms preferred
• Excellent written and verbal communication skills
• Strong attention to detail and organizational abilities
• Series 7 or 65 is a plus, but not required
• Location: On-site in Westlake Village, CA
• Schedule: Part-time (approx. 15–25 hours/week), flexible within standard business hours
• Compensation: $25–$35/hour, depending on experience