Part-Time Client Services Associate — Investment Advisory

One Day In July LLC.; Bennington (VT); Presencial; USD 34 000 - 48 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

401k with index funds

401k match

Mac laptop

Private work areas

Paid vacation

Resumo da oferta

One Day In July LLC in Bennington, VT is seeking a Client Services Associate to support financial advisors, handle onboarding, and maintain client records. This part-time role requires strong communication, attention to detail, and the ability to travel for occasional events.

It offers a competitive hourly rate of $25–$35, 20+ hours per week, a 401(k) with matching, and a private, productive work environment.

Qualificações

• Proven record of superior client service and documentation.
• Excellent written and verbal communication.
• Strong understanding of financial concepts in investment management.
• Excellent organizational skills.
• Proactive: identify opportunities and issues and elevate.
• Focus on processes and risk awareness.
• Commitment to confidentiality and ethical standards.

Responsabilidades

• Assist financial advisors with calls from prospective and existing clients; schedule meetings.
• Review materials related to new clients and accounts to ensure proper onboarding.
• Update client records, organize communications, and manage the CRM.
• Coordinate with clients to complete various paperwork and tasks.
• Prioritize and track items to meet deadlines.
• Become an expert in day-to-day activities of the business and train others.

Conhecimentos

Client service

Communication

Financial concepts

Organizational skills

Proactive

Risk awareness

Descrição da oferta de emprego

One Day In July LLC in Bennington, VT is seeking a Client Services Associate to support financial advisors, handle onboarding, and maintain client records. This part-time role requires strong communication, attention to detail, and the ability to travel for occasional events.

It offers a competitive hourly rate of $25–$35, 20+ hours per week, a 401(k) with matching, and a private, productive work environment.