Part-Time Client Services Specialist

Raymond James; Altoona (PA); On-site; USD 20,664 - 34,440; Part time

Job summary

Irwin Financial Incorporated is seeking a Part-Time Client Service Associate who is dependable, dynamic, attentive, and team oriented. The role supports financial advisors and branch office operations with a client-focused approach.

Key duties include handling daily client inquiries by phone and in person, scheduling meetings, opening new accounts, processing transfers, and maintaining CRM records. The position is onsite and part-time, with a schedule of 3 days per week.

Qualifications

• 2+ years of professional office experience.

Responsibilities

• Respond to daily client inquiries by phone and in person, schedule meetings, and greet clients.
• Provide administrative support to financial advisors and branch staff.
• Open new client accounts and process money movements; research information as needed.
• Ensure client paperwork is accurate and submitted correctly; follow up for completion.
• Prepare letters, forms, and reports to support servicing clients and prospecting.
• Create and maintain client records in the CRM system.
• Participate in training and professional development to stay current on industry policies.

Skills

Effective communication

Customer service

Tools

CRM software

Microsoft Office

Job description

Irwin Financial Incorporated is seeking a Part-Time Client Service Associate who is dependable, dynamic, attentive, and team oriented. The role supports financial advisors and branch office operations with a client-focused approach.

Key duties include handling daily client inquiries by phone and in person, scheduling meetings, opening new accounts, processing transfers, and maintaining CRM records. The position is onsite and part-time, with a schedule of 3 days per week.