Part-Time Client Services & Admin Specialist

Fwainvest; Altoona (PA); On-site; USD 35,000 - 45,000; Part time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings

Paid time off

Job summary

Fwainvest is seeking a Part-Time Client Service Associate in Altoona, Pennsylvania. This role involves servicing daily client inquiries and providing administrative support to financial advisors.

The ideal candidate will have over two years of professional office experience and strong CRM software skills. This part-time position requires working three days a week, focusing on client interactions and organizational tasks.

Qualifications

• Knowledge of general office practices and procedures.
• Basic investment concepts used in the securities industry.
• Ability to operate standard office equipment.

Responsibilities

• Service daily client inquiries over the phone and in-person.
• Provide administrative support to financial advisors.
• Prepare letters, forms, and reports for client servicing.

Skills

Client Relationship Management (CRM) software

Effective communication

Microsoft Office

Education

2+ years of professional office experience

Job description

Fwainvest is seeking a Part-Time Client Service Associate in Altoona, Pennsylvania. This role involves servicing daily client inquiries and providing administrative support to financial advisors.

The ideal candidate will have over two years of professional office experience and strong CRM software skills. This part-time position requires working three days a week, focusing on client interactions and organizational tasks.