Remote Client Experience Specialist (Part-Time)

P.R. Curtman Investments LLC; Milton, Northern (FL, KY); Hybrid; USD 19.000 - 28.000; Teilzeit

Zusammenfassung

P.R. Curtman Investments LLC seeks a Part-Time Client Service Administrator to support client service requests, scheduling, and account operations. This client-facing role focuses on service and execution, while routing complex questions to the advisor and maintaining clean records in our CRM.

Ideal candidates are highly organized, detail-oriented, and comfortable following documented processes. Compensation starts at $17/hour, with potential increases based on performance and competency.

Qualifikationen

• Experience in an RIA, broker-dealer, banking ops, or wealth mgmt admin is a plus.
• New to financial services but well organized and coachable is welcome.
• Emails and calls to clients should be polished and professional.

Aufgaben

• Coordinate client scheduling and follow-ups (email/phone).
• Assist with new account paperwork and maintenance tasks.
• Maintain client records in Advyzon and manage workflow/checklists.

Kenntnisse

Strong written communication

Phone presence

Attention to detail

Checklists

Task management

Independence

People-oriented

Tools

Advyzon (CRM)

Charles Schwab Advisor Center

Jobbeschreibung

P.R. Curtman Investments LLC seeks a Part-Time Client Service Administrator to support client service requests, scheduling, and account operations. This client-facing role focuses on service and execution, while routing complex questions to the advisor and maintaining clean records in our CRM.

Ideal candidates are highly organized, detail-oriented, and comfortable following documented processes. Compensation starts at $17/hour, with potential increases based on performance and competency.