Remote Client Service Associate for Wealth Advisory

Capitol Family Office; Beaverton (OR); Remote; USD 41,328 - 61,992; Part time

Job summary

A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while leveraging technology for efficiency. Ideal candidates will have 3+ years in a financial advisory firm and possess strong organizational and communication skills. This role offers flexible hours with competitive compensation.

Qualifications

• 3+ years' experience in a financial advisory, RIA, or wealth management firm.
• Ability to thrive in a fast-moving, task-heavy environment.
• Proactive with high attention to detail and strong organizational skills.

Responsibilities

• Coordinate client service requests and execute administrative tasks.
• Manage partner calendars and ensure follow-ups are completed.
• Communicate key updates and task statuses consistently.

Skills

Client service

Workflow coordination

Organizational skills

Use of technology and AI

Tools

Redtail

Calendly

Emoney

Zoom

Job description

A boutique financial advisory firm is seeking an experienced Client Service Associate to support firm partners in a fast-paced, remote environment. The role involves coordinating client service requests, maintaining digital files, and executing administrative tasks while leveraging technology for efficiency. Ideal candidates will have 3+ years in a financial advisory firm and possess strong organizational and communication skills. This role offers flexible hours with competitive compensation.