Part-Time Client Service & Operations Associate
Bellinghamonsitejunior$50K – $62K
Posted 1mo ago · via Workable
About this role
An established private financial planning practice in Bellingham, Washington, is seeking a dependable, detail-oriented Client Service & Operations Associate to help deliver an organized, responsive experience for clients and keep the office running smoothly. This is a central role in a small practice, working closely with the advisor and supporting approximately 135 client relationships through a structured meeting and service calendar. The ideal candidate enjoys combining client service with hands-on administrative and operational work. Responsibilities will span front-office support, mail handling, scheduling, meeting preparation and follow-up, client records, new-account and application processing, and permitted transaction support.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Bellingham. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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