Client Service Associate
Modern Wealth Management•Fort Lauderdale, FL
•Onsite
About The Position
We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal for someone who enjoys working with people, takes pride in creating a welcoming environment, and thrives in a professional office setting. As a Client Service Associate, you will serve as the first point of contact for clients and visitors while supporting day-to-day office operations and helping deliver an exceptional client experience.
Requirements
- High school diploma or equivalent required
- Strong communication and interpersonal skills
- Highly organized with strong attention to detail
- Professional, reliable, and service-oriented mindset
- Ability to multitask in a fast-paced office environment
Nice To Haves
- associate’s or bachelor’s degree preferred
- Prior experience in an administrative, receptionist, or customer service role preferred
Responsibilities
- Greet clients and visitors and provide a positive, professional first impression
- Serve as the primary point of contact for incoming calls and office inquiries
- Manage front-desk operations, including mail handling and visitor coordination
- Maintain a clean, organized, and welcoming office environment
- Support meeting coordination, scheduling, and general office logistics
- Assist advisors and internal teams with client service and administrative tasks
- Ensure all interactions are handled with professionalism, discretion, and confidentiality
Benefits
- Opportunity to be a key contributor to the client experience
- Collaborative and professional team environment
- Consistent, part-time schedule with in-office presence
- Exposure to the financial services industry and potential for growth
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
