Jobs

Client Service Associate

We are seeking a candidate to work as a Client Service Associate in an expanding, boutique financial planning firm. This is a part-time position of at least 20 hours a week, with potential for more hours in the future. The position can be in-person at our Newton, MA office, remote or a hybrid model. This role supports Senior Advisors, and reports to the Manager of Operations. We are looking for a candidate with strong organizational skills, attention to detail, and an upbeat, energetic, “can do” approach. We welcome applicants who are returning to the workforce, those looking for a work/family life balance, and those who want to grow with us.

Responsibilities would include, but are not limited to:

• Ongoing interaction with Plum Street’s clients
• Preparing and submitting client paperwork to the custodian
• Updating the operations databases
• Formatting advisor presentations
• Unique projects as they arise

Qualifications:

• College graduate
• Experience in the financial services sector
• Advanced skills using Microsoft Office (Word, Excel, PowerPoint)
• Knowledge of Salesforce database program a plus
• Ability to work in a less-structured, more flexible small company environment where everyone pitches in and enjoys being a part of the team

To apply, please send resume and cover letter to: Jennifer Lehman, Manager of Operations at jobs@plumstreetadvisors.com