
Customer Service Specialist
4 weeks ago
I'm seeking a reliable and detail-oriented Client Associate Advisor to support my financial advisory practice with administrative tasks and client service. This is a part-time role, ideal for someone looking to gain experience in the financial services industry.
Key Responsibilities- Assist with client communications and scheduling
- Prepare and organize client documents
- Maintain CRM and client records
Details:
- Hours: 10–15 hours per week (flexible)
- Location: Local to Charlotte, NC preferred, hybrid
- Pay: Starting at $10/hour, negotiable based on experience and performance
Ideal Candidate:
- Organized, dependable, and professional
- Comfortable with basic tech tools (email, calendar, CRM)
- Interest in financial services is a plus
- Internship
- Part-time
- Administrative, Finance, and Customer Service
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