Part-Time Client Service Associate

Job Summary Part‑time Client Service Associate at Irwin Financial Incorporated. Position is 3 days a week, 8 hours per day, onsite, with 2+ years professional office experience. Responsibilities Service daily client inquiries over the phone and in person, including scheduling meetings and greeting clients. Work independently and with a dynamic team to provide administrative support to financial advisors and branch office. Open new client accounts, process money movements, and conduct research as needed. Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion of tasks. Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients. Prepare various business summary reports and client‑specific reporting for review by the financial advisor. Create and maintain records and files using Client Relationship Management (CRM) software. Participate in available training, cross‑training, and professional development opportunities. Perform additional duties as assigned. Qualifications Knowledge of company structure, policies, mission, and strategies. General office practices, procedures, and methods. Basic investment concepts, practices, and procedures used in the securities industry. Knowledge of financial markets, products, and industry regulations. Proficiency with CRM software. Proficiency with Microsoft Office. Effective written and verbal communication skills. Ability to operate standard office equipment and use required software applications. Excellent organization, management, and tracking of multiple detailed tasks with changing priorities. Initiative and proactive follow‑up on submitted items to ensure completion. Problem‑solving skills and ability to establish solutions in a fast‑paced environment. Strong interpersonal skills and effective communication with all stakeholders. Ability to work independently and as part of a team. Deliver high‑level customer service. Compensation and Schedule Part‑time: 3 days a week, 8 hours per day (preferred). Compensation includes base salary or wages and may include cash or equity, discretionary bonuses, commissions, and a benefits package that may include medical, dental, vision, life insurance, critical illness and accident insurance, disability benefits, retirement savings, paid time off (vacation, holidays, sick leave), and parental leave. Benefits and compensation are determined by the independent branch. Equal Opportunity Employer The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. #J-18808-Ljbffr