Part-Time Client Services Specialist - Financial Practice
Listed on 2026-10-11
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Administrative/Clerical
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Finance & Banking
Talentify is seeking a Part-Time Administrative Assistant / Client Services Associate to support a financial advisor in Monument, CO. The role is onsite 25 hours per week, with temp-to-perm potential, requiring excellent organization, discretion with confidential information, and strong client service.
Responsibilities include calendar management, CRM record keeping, document handling, compliance support, and coordination with custodians and vendors.
For the Part-Time Client Services Specialist
- Financial Practice position at Talent Bridge, we are reviewing applications now.
We are currently recruiting a Part-Time Client Services Specialist
- Financial Practice for our team in Colorado Springs, CO, United States.
This is a strong opening to take on the Part-Time Client Services Specialist
- Financial Practice role at Talent Bridge.
As a Part-Time Client Services Specialist
- Financial Practice, you will play an important part at Talent Bridge in Colorado Springs, CO, United States.
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