Are you looking for a friendly part-time opportunity in the financial services field? Here’s a role that might be perfect for you! This position allows you to work remotely, supporting a small Massachusetts-based financial planning team. You’ll be reaching out to clients, helping with account updates, and assisting with project work, all while developing valuable experience in client service.
Job Type: Part-time
Salary: $16.00 – $17.00 per hour
Firm: Jeffrey D. Campbell, M.B.A., AIF®
Location: Remote (supporting Massachusetts-based team)
Work Schedule: 20 – 25 hours per week, 9:00am – 4:00pm
Language: English
Brief Summary
Client Service Representative (Part Time): CSR will support Massachusetts based financial planning team with client service. Job will entail client outreach for annual meetings, project work, servicing client accounts including updating client profile information. CSR will need to have confidence in interacting with clients directly via phone and email. You will be joining a small, 2-person team. The position will be in the office starting in December or January timeframe. The CSR will be in the office alone for most of the time. This is a position that will work well for stay at home parent hours or a recent college graduate who is looking to enter the financial services industry or an office administrator role.
It is expected to initially require 20 hours per week. The role will need to be performed within the hours of 9:00am -4:00pm.
Job Type: Part-time
Pay: $16.00 – $17.00 per hour
Expected hours: 20 – 25 per week