Part-Time Client Services Specialist - Financial Practice

Talentify; Colorado Springs (CO); On-site; USD 23,000 - 33,000; Part time

Job summary

Talentify is seeking a Part-Time Administrative Assistant / Client Services Associate to support a financial advisor in Monument, CO. The role is onsite 25 hours per week, with temp-to-perm potential, requiring excellent organization, discretion with confidential information, and strong client service.

Responsibilities include calendar management, CRM record keeping, document handling, compliance support, and coordination with custodians and vendors.

Qualifications

• Previous administrative, office support, client service, or operations experience required.
• Experience in financial services or regulated industry preferred.
• Strong organizational skills and exceptional attention to detail.
• Ability to manage multiple priorities and follow tasks through to completion.
• Proficiency with MS Office (Outlook, Word, Excel) and CRM systems.

Responsibilities

• Manage calendars, appointments, and day-to-day scheduling.
• Maintain accurate client records within the CRM.
• Organize and maintain digital files and client documentation.
• Prepare, scan, upload, and process client documents.
• Coordinate electronic signatures and follow up on outstanding documentation.
• Communicate with custodians, vendors, and internal partners as needed.
• Assist with special projects and operational initiatives.
• Provide general administrative support to the financial advisor.

Skills

Strong organization

Attention to detail

Communication skills

Discretion with confidential info

CRM familiarity

Multitasking

Client service mindset

Tools

CRM systems

Microsoft Office

Job description

Talentify is seeking a Part-Time Administrative Assistant / Client Services Associate to support a financial advisor in Monument, CO. The role is onsite 25 hours per week, with temp-to-perm potential, requiring excellent organization, discretion with confidential information, and strong client service.

Responsibilities include calendar management, CRM record keeping, document handling, compliance support, and coordination with custodians and vendors.