Part-Time Client Service Associate – Wealth Management

Strategic Wealth Advisors; Gig Harbor (WA); On-site; USD 25,000 - 39,000; Part time

Job summary

Strategic Wealth Advisors in Gig Harbor, WA is seeking a part-time Client Service Associate on-site to support advisors and deliver a positive client experience. You will answer inquiries by phone and email, schedule meetings, prepare documents, and maintain accurate records in firm systems.

Assist with account openings and transfers, process basic service requests, and coordinate follow-ups to ensure timely resolution of client needs.

Qualifications

• Strong client-facing skills, including Client Services and Customer Service, with a focus on building trust and long-term relationships.
• Experience in Customer Support and Communication, including clear phone, email, and in-person communication with diverse clients.
• Foundational knowledge of Finance or wealth management concepts, with the ability to learn firm processes and terminology.
• Organizational and administrative skills, including attention to detail, time management, and proficiency with office software (e.g., Microsoft Office, CRM systems).
• Ability to work on-site part-time in Gig Harbor, WA, and collaborate effectively within a small team environment.
• Prior experience in financial services, banking, or a professional client-focused setting is preferred but not required.
• High level of integrity, discretion, and commitment to maintaining client confidentiality and regulatory compliance.
• Associate’s or Bachelor’s degree in Business, Finance, Communications, or a related field is beneficial but equivalent experience will be considered.

Responsibilities

• Answer client inquiries by phone and email, schedule meetings, prepare client documents, and maintain accurate records in firm systems.
• Assist with account openings and transfers, process basic service requests, and coordinate follow-ups for timely resolution of client needs.
• Collaborate with team members, support office operations, and uphold confidentiality and professionalism in all client interactions.

Skills

Client services

Customer service

Finance knowledge

Organizational skills

On-site collaboration

Financial services experience

Integrity & discretion

Business/Finance/Communications degree

Education

Associate/Bachelor’s degree in Business/Finance/Communications

Tools

Microsoft Office

CRM systems

Job description

Strategic Wealth Advisors in Gig Harbor, WA is seeking a part-time Client Service Associate on-site to support advisors and deliver a positive client experience. You will answer inquiries by phone and email, schedule meetings, prepare documents, and maintain accurate records in firm systems.

Assist with account openings and transfers, process basic service requests, and coordinate follow-ups to ensure timely resolution of client needs.