Part-Time Financial Client Service Specialist

Amodio Wealth Advisors; Westlake Village (CA); On-site; USD 34,440 - 48,216; Part time

Job summary

A financial advisory firm in Westlake Village, CA is seeking a part-time Client Service Associate. This role involves supporting client service needs, liaising with custodians, and preparing materials for meetings. Applicants should have experience in financial services and strong communication skills. Flexible working hours are available, and compensation ranges from $25 to $35 per hour depending on experience.

Qualifications

• 2+ years of experience in a financial services or investment advisory setting.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational abilities.

Responsibilities

• Support day-to-day client service needs, including account maintenance.
• Liaise with custodians to process client requests.
• Prepare materials for client meetings and assist with follow-ups.

Skills

Client service skills

Communication skills

Organizational abilities

Tools

LPL Financial

Job description

A financial advisory firm in Westlake Village, CA is seeking a part-time Client Service Associate. This role involves supporting client service needs, liaising with custodians, and preparing materials for meetings. Applicants should have experience in financial services and strong communication skills. Flexible working hours are available, and compensation ranges from $25 to $35 per hour depending on experience.