Part-Time Virtual Client Service Associate – Financial Services

Job overview

The Part-Time Virtual Client Service Associate – Financial Services role is remote and offers 15–25 hours per week with a flexible schedule within Monday–Friday, 8:00 AM–6:00 PM business hours. Pay is $20–$25 per hour. Family Business Legacies provides guidance to families and business owners on succession, ownership transitions, exit planning, and wealth preservation. The associate manages client service requests and account servicing from intake through resolution, maintaining accurate records and coordinating paperwork and transactions. This work supports a responsive client experience and smooth day-to-day operations for the practice.

What you'll do

• Serve as the primary contact for client service requests
• manage beneficiary updates, registration changes, account maintenance, and client record updates
• prepare, review, and distribute paperwork
• coordinate electronic signatures and follow up on outstanding documents
• process and monitor asset transfers, deposits, withdrawals, required minimum distributions, wires, ACH transactions, and check requests
• communicate with clients, custodians, insurance carriers, and financial institutions
• maintain CRM records, workflow systems, and audit-ready files
• track requests through resolution
• identify process improvements.

What we're looking for

Skills & competencies

part-time

virtual

client service associate

financial services

westpoint financial group

family business legacies

$20–$25/hour

indianapolis in listing

client account servicing

crm records

asset transfers

monday–friday

15–25 hours/week

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible remote work arrangement within standard business hours
• opportunity to support families and business owners
• collaborative, supportive environment.

Why this role

Virtual part-time role with flexible scheduling within stated business hours; the posting says applicants must be authorized to work in the United States without sponsorship.

About the employer

WestPoint Financial Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.