Overview
Client Service Specialist
Part-Time with Growth Opportunity
About Gates Pass Advisors
Gates Pass Advisors is an independent, fee-only wealth management firm providing comprehensive financial planning and investment management to individuals and families. We are committed to delivering thoughtful guidance, exceptional service, and long-term partnership through every stage of our clients’ financial lives.
As a boutique advisory firm, we value professionalism, organization, strong communication, and a calm, client-centered experience. Our team works collaboratively to provide high-touch service while maintaining efficient and detail-oriented operational processes behind the scenes.
The Position
We are seeking a Client Service Specialist to become an integral part of our growing team. This role is ideal for someone who enjoys managing details, creating organization, supporting clients with care and professionalism, and helping ensure day-to-day operations run smoothly.
The Client Service Specialist will support advisors and firm operations through client communication, account and workflow management, meeting coordination, and operational support. This position offers meaningful exposure to the inner workings of a growing advisory firm and provides strong opportunity for professional growth over time.
We are looking for someone who takes ownership of their work, follows through consistently, and enjoys contributing to a collaborative, service-focused environment.
Key Responsibilities
Client Service & Communication
- Serve as a professional point of contact for client service requests and general inquiries
- Coordinate scheduling and calendar management for advisors and client meetings
- Prepare meeting materials and assist with meeting logistics and follow-up
- Support a high-touch client experience through timely communication and attention to detail
Operations & Workflow Management
- Maintain accurate client records, workflows, and tasks within the firm’s CRM system
- Track outstanding items and ensure timely completion of operational and client-related requests
- Assist with account paperwork, documentation, and coordination with custodians and third-party providers
- Ensure digital records and documentation remain organized, complete, and up to date
Administrative & Team Support
- Provide day-to-day administrative and operational support to advisors and firm leadership
- Assist with process improvements and operational initiatives as the firm continues to grow
- Support special projects and additional responsibilities as needed
This position is operational and client-service focused in nature and does not involve providing financial advice or investment recommendations.
Qualifications
Required
- MUST HAVE Prior experience in a financial planning firm (RIA preferred)
- Experience with Financial Planning CRM systems (Advisor Engine preferred but not required)
- Strong background in client service, administrative support, or operations
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple priorities independently and follow tasks through to completion
- High level of professionalism and discretion with confidential client information
Preferred
- Proficiency with Microsoft Office tools including Outlook, Excel, Word, and Teams
- Familiarity with Adobe tools for document preparation and review
- Knowledge of using Google Drive
Who Thrives in This Role
- Organized, reliable, and proactive
- Calm under pressure and highly detail-oriented
- Client-focused with a strong service mindset
- Comfortable working independently while collaborating closely with a team
- Adaptable and eager to learn in a growing firm environment
- Motivated by creating structure, efficiency, and a polished client experience
Compensation & Schedule
- Part-time position averaging 25-30 hours per week
- Opportunity for transition to full-time as the firm grows
- Compensation: $25–30 per hour, depending on experience
- Flexible remote work arrangement
Growth Opportunity
This role offers meaningful long-term growth potential within Gates Pass Advisors. The Client Service Specialist will gain broad exposure to advisory firm operations, client service workflows, and advisor support responsibilities, with the opportunity to take on expanded responsibilities as the firm continues to grow.
How to Apply
Please submit your resume along with a brief message sharing:
- Your experience in client service, operations, or financial services support roles
- Why this opportunity at Gates Pass Advisors interests you
- The type of work environment in which you do your best work
We are excited to meet candidates who value professionalism, organization, and delivering an exceptional client experience.
