Part-Time Client Relationship Associate for Wealth Management Firm

We are seeking a motivated Client Relationship Associate to join our wealth management firm on a part-time virtual basis. The ideal candidate will be responsible for managing client communications, scheduling appointments, assisting with account inquiries, data entry and maintaining strong client relationships. We value excellent interpersonal skills and a proactive attitude to ensure our clients receive top-notch service. Strong administrative and self starting skills are required. Confidentiality with sensitive information is a must. Prior experience in finance, client management and/or using a CRM is preferred. If you are organized, detail-oriented, and eager to contribute to a growing firm, we would love to hear from you.