Part-Time Client Service & Operations Specialist
Listed on 2026-10-06
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Customer Service/HelpDesk
Customer Service Rep
This established private financial planning practice in Bellingham, WA is seeking a dependable Client Service & Operations Associate to deliver an organized, responsive experience for clients and keep the office running smoothly.
You will support front-office tasks, meeting preparation and follow-up, client records, new-account processing, and money movements within supervisory guidelines. The practice leverages templates, workflows, and AI-assisted tools to enhance efficiency and client service.
We are seeking a motivated Part-Time Client Service & Operations Specialist to join Jambalaya Group in Bellingham, WA, United States.
We are looking to fill the Part-Time Client Service & Operations Specialist position at Jambalaya Group in Bellingham, WA, United States.
The Part-Time Client Service & Operations Specialist role at Jambalaya Group is now open for applications in Bellingham, WA, United States.
Join us at Jambalaya Group as our next Part-Time Client Service & Operations Specialist in Bellingham, WA, United States.
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