Client Service Associate On-site | Eagle, Idaho
About Us We are a boutique, relationship-driven wealth management firm dedicated to delivering thoughtful financial planning and exceptional client service. We are looking for a Client Service Associate who will also serve as the front-desk point of contact — a hybrid role ideal for someone who enjoys both analytical work and occasional client interaction.
The Client Service Associate supports our advisors while also managing front-desk responsibilities and answering incoming calls. This position is perfect for someone who is detail-oriented, personable, and eager to grow within the financial planning profession.
Financial Planning Support Gather and input client data into planning software and CRM systems Prepare meeting materials and track follow-up items Conduct basic research on planning topics and investment products Client Service & Front Desk Answer and route incoming phone calls Manage the front desk area and maintain a welcoming office environment Handle mail, scanning, filing, and general office tasks
Bachelor's degree in finance, business, economics, or related field preferred Experience in financial services, client service, or administrative roles is a plus Proficiency with Microsoft Office and CRM experience is helpful
Curious and motivated to grow in the financial planning field Entry Level Position = $50,000 - $55,000 starting salary + bonuses after 90 day probationary period
Part Time Office Service Specialist in eagle at Unknown Company
This position is listed as full time and hybrid.