We are seeking a cheerful, kind-hearted, and organized professional to join our team as a Client Service Associate. Our company is a family-owned, successful, and growing Financial Advice business. We’ve operated in the Flathead Valley for 35 years and prioritize caring for our clients and team members. This part-time, permanent role is perfect for someone looking to balance work with other commitments while contributing to a dynamic financial services office. There is potential for additional hours and advancement in the future for qualified and dependable employees.
Position Overview:
As the first point of contact for our clients, you will handle reception duties, provide administrative support, assist with various client service tasks and complete paperwork. Your support is important in maintaining strong client relationships and ensuring our office runs efficiently.
Key Responsibilities:
Answer incoming phone calls, direct inquiries, and manage messages.
Greet clients and visitors, ensuring a welcoming office environment.
Assist with meeting scheduling, preparation, and follow-up.
Prepare paperwork for client accounts, ensuring accuracy and efficiency.
Qualifications:
Strong communication and organizational skills.
Ability to multitask and work effectively in a team environment.
Experience or education in any one or more of the following is a plus: clerical work, sales, economics, marketing, or being licensed in the financial advice industry
Schedule:
Part-Time, 15-30 hours per week.
Office Hours: Monday – Friday, 8:00 AM – 4:30 PM.
Compensation:
$24 - $26 per hour, based on experience.
Benefits:
6% Employer Match into 401(k) Retirement Plan after 6 months.
If you’re a friendly, detail-oriented individual with a good heart and a good head on your shoulders, we’d love to hear from you. Apply today to join our team!
