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Client Services Associate at Strategy Squad

Compensation

$50,000 – $60,000/yr

Setup
Remote
Type
Part-time
Level
mid
Added to Metaintro

Description

Strategy Squad is hiring a Client Service Manager to support financial advisors with client service and operational needs. The role manages client issues, establishes processes, solves problems, and coordinates projects and ad hoc requests while serving as the firm’s voice. Candidates need at least two years of executive assistant or client-services experience, strong communication and organizational skills, proficiency with Windows, Word, Excel, and Google Docs, familiarity with back-office systems, and a college degree or equivalent work experience. The position is described as a long-term part-time role with potential to grow into full time, is 100% remote, and offers medical coverage, a 401(k) match, and paid time off.

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