Part-Time Client Services & Operations Associate

Jamba Juice; Bellingham (WA); On-site; USD 33,000 - 41,000; Part time

Benefits offered by this job

Paid time off

Paid holidays

Paid sick leave

Structured training

Long-term growth opportunities

Job summary

A private financial planning practice in Bellingham, WA is seeking a dependable Client Service & Operations Associate to deliver an organized, responsive client experience and keep the office running smoothly. The role blends front-office support, scheduling, document processing, and CRM tasks to support ~135 client relationships.

The ideal candidate combines client service with administrative work, thriving in a small-team setting with a predictable 30-hour week and on-site presence in

Qualifications

• 2+ years of administrative, client-service, operations, banking, insurance or financial-services experience preferred
• Excellent accuracy, organization and ability to manage multiple priorities
• Warm, polished written and verbal communication with a client-service mindset
• Reliability with a consistent schedule and in-office presence in Bellingham

Responsibilities

• Serve as a welcoming point of contact for clients by phone, email, and in person
• Handle mail, document routing, scheduling, and routine follow-up
• Prepare for client meetings, update records, and organize follow-up items
• Document meeting notes and next steps in the CRM using templates
• Process new-account paperwork and routine service requests accurately
• Support basic money movements and account transactions under supervision
• Maintain confidential electronic client files and compliance with procedures
• Learn and use practice technology and AI-assisted tools
• Collaborate with the team during transition and identify efficiency improvements

Skills

Client service

Administrative support

Scheduling

Communication

Attention to detail

Confidentiality

Team collaboration

Microsoft 365

AI-assisted tools

Education

Finance/economics/business coursework

Tools

CRM software

Document management systems

Office productivity tools

Job description

A private financial planning practice in Bellingham, WA is seeking a dependable Client Service & Operations Associate to deliver an organized, responsive client experience and keep the office running smoothly. The role blends front-office support, scheduling, document processing, and CRM tasks to support ~135 client relationships.

The ideal candidate combines client service with administrative work, thriving in a small-team setting with a predictable 30-hour week and on-site presence in