Customer Service Officers

You will also run projects that make the firm work better, from writing procedures to improving how we prepare for client reviews.

You will not give financial advice or sit in client meetings. It's a role for someone who enjoys taking care of people, is organized, detail-oriented, and has a real interest in the financial planning field.

When it is done well, the meeting recap goes out the next day, the withdrawal shows up when we said it would, the phone gets answered, and when a client retires or sells a business, they hear from us. Over time, this role is intended to grow in responsibility, helping define service standards and mentoring future staff as the firm grows.

Panning Wealth is a boutique financial planning firm focused primarily on business owners, while also serving a select group of professionals and executives.

Many of our clients are owner-led businesses navigating complex financial decisions alongside the demands of running a company and supporting their families. We take seriously the trust our clients place in us, approaching our work with a strong sense of stewardship, care, and responsibility: especially during seasons of change that affect both their business and personal lives.

We pride ourselves on thoughtful advice, meticulous service, and a calm, supportive environment where high standards are the norm.

Serve as a primary point of contact for client service requests via phone, email, and walk-ins

Process account withdrawals, distributions, and maintenance requests accurately and promptly

Prepare, pre-fill, collect, and notarize client documents

Own service requests end-to-end, ensuring issues are resolved completely and correctly

Maintain accurate records across CRM, custodial platforms, and planning systems as a natural result of service execution

Send the birthday cards, the congratulations, and the holiday gifts, and notice when a client retires, sells a business, or has a kid graduate

Run projects that make the firm work better, including writing and updating our step-by-step procedures

Keep the office running: supplies, backups, and greeting clients when they come in

You are seeking a financial advisor or sales job

You find client-facing work draining or get anxious on the phone

How You'll Be Supported
We meet every morning for a short task check-in and once a week to review projects, and you will have full visibility into the firm calendar, so you always know what is coming and rarely have to wait on an answer. No sales goals, no "finance bro" culture, and no working weekends.

The SIE gives you a strong foundation of knowledge that you'll use every day in this business.

45,000 to $55,000, depending on relevant experience and existing financial licenses

Quarterly discretionary bonus based on individual and firm performance

10 days paid time off + 14 paid holidays

Health insurance, dental insurance, and a retirement plan

In this role: a project or client request is done when every single step has been confirmed complete, not just when the form is sent or request submitted, and you never fill a gap with a guess.