Client Service Associate

J.M. Franklin & Company, LLC is an independent financial services firm dedicated to helping individuals and families navigate their most important financial decisions. The Client Service Associate is a part-time position that serves as an important point of contact for both clients and advisors, ensuring seamless service, operational accuracy, and a welcoming environment.

Requirements

• Associate’s degree required; Bachelor’s degree preferred.
• 2–3+ years of client service experience in financial services preferred.
• Excellent written and verbal communication skills, with the ability to handle sensitive matters with professionalism and tact.
• Strong interpersonal skills with a friendly, approachable demeanor that fosters positive relationships with clients and colleagues.
• Highly organized, detail-oriented, and capable of managing multiple priorities independently.
• Demonstrated commitment to professionalism, confidentiality, and discretion.
• Familiarity with CRM systems preferred.
• Proficiency in Microsoft Office 365 (Outlook, Excel, Word, Teams).

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance