Client Service Associate - Plum Street Advisors (Newton, MA - On-site)
Posted by Plum Street Advisors | Newton, MA | On-site, part-time (20-35 hrs/week) | $30-$33/hour
About the Company
Plum Street Advisors is a fee-only, values-based financial planning and investment firm founded in 2016. The team includes 6 financial advisors and 2 client service associates, with the client service team based in Newton, MA and advisors in New Orleans, Atlanta, and Pittsburgh. They work with individual investors, nonprofits, endowments, and foundations, and focus on building in-depth client relationships within a smaller, more personal firm.
About the Role
The Client Service Associate handles client support along with some compliance and accounting work, reporting to the Director of Operations. The role is part-time, at least 20 hours a week with the potential for up to 35.
- Ongoing interaction with Plum Street's clients
- Preparing and submitting client paperwork to the custodian for onboarding and account maintenance
- Updating operations databases
- Formatting client presentations
- Ongoing compliance reports and analyses, following the firm's compliance calendar
- Working with the bookkeeper and handling accounting tasks
What They're Looking For
- College graduate
- Experience in the financial services sector, with knowledge of investments and financial planning
- Advanced Microsoft Office skills (Word, Excel, PowerPoint)
- Salesforce experience a plus
- A good client-facing demeanor, strong organizational skills, and attention to detail
- An upbeat, can-do approach and comfort in a flexible small company where everyone pitches in
How to Apply
Send your resume and cover letter to Jennifer Lehman, Director of Operations, at jobs@plumstreetadvisors.com.
This role was posted on the MomUp job board by the employer. Apply directly with Plum Street Advisors.
