What are the responsibilities and job description for the Client Services Associate position at Pillar Wealth Partners?
About the Role
Pillar Wealth Partners is hiring a Client Services Associate to support the day-to-day operations of our wealth management practice. You'll work directly with our Director of Business Operations, keeping schedules organized, handling communications, and making sure nothing falls through the cracks. This is a full-time, on-site position - remote work is not available. No financial services background required; we'll train the right person.
What You'll Do
- Manage calendars and coordinate scheduling for the advisory team.
- Confirm appointments and send meeting communications on behalf of the team.
- Answer and direct inbound calls; handle routine email correspondence.
- Perform data entry, assist with applications and forms, and maintain organized records.
- Support the Director of Business Operations with administrative tasks and special projects as needed.
What We're Looking For
- Organized, detail-oriented, and reliable - you follow through.
- Strong communicator, both written and verbal.
- Comfortable managing multiple tasks without dropping the ball.
- Professional and discreet when handling sensitive information.
- Proficient in Microsoft Office (Outlook, Word, Excel).
- Prior administrative or office experience a plus, but not required
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $50,000 - $60,000