A Client Service Representative or Associate receives calls from clients and customers, provides information about products, services and policies, and assists clients with transactions. Handles client inquiries and helps to resolve complaints. May help callers to complete on-line transactions. May help financial services clients to manage accounts. In banking, may handle branch service transactions.
Monday, September 21st, 2026 (by midnight) Overview The Client Service Associate is a non-licensed, client-facing role with service and administrative responsibilities. The employee will carry out a diverse set of actions for clients, planners and the business - Trail Financial Planning (AKA Trail FP).
Benefits & Compensation Compensation:
$26 - $32/hour, depending on experience and competency
Hours:
Full Time, 40 hours/week
Benefits:
Insurance:
Health, Dental, Vision Insurance for employee is 100% provided
Retirement Plan:
401k plan with company match
Paid Time Off:
Paid holidays (12/year), Ten (10) discretionary days. Flexible timing.
Schedule:
Working hours will be during the regular work week (M-F, 8:30- 5)
Location:
Work is done in our office, located in Bellingham, WA. Responsibilities Manage service tasks related to client investment accounts.
Tasks such as:
Onboarding new clients Account opening and transfers Cash management including processing and tracking of contributions and disbursements Billing and invoicing from TrailFP Preparing invoices, sending out for payment Following up on payments Tax Information and Document Management Tracking tax-related activities throughout the year for clients and the firm Preparing and delivering tax letters to clients with all tax-related information In addition, this position will entail some administrative work such as, Data entry: Updating/entering client information in various software systems Reviewing and organizing physical and digital files Answering main business phone Proof-reading and editing communications Candidate Experience Experience in a professional setting (whether physical or virtual) is preferred Bachelor's degree (any major) is preferred though not required Candidate Skills and Competencies Technical skills: We use many different software systems, so a general competency with computers and technology is essential. The ideal candidate would also have familiarity with word-processing (i.e. Google Docs or MS Word) and spreadsheets (i.e. Google Sheets or MS Excel). Expertise in any of these is not expected, we will train on the use of any business-specific software systems.
Detail oriented:
As in, you like to get things right. You like to double check things. People say that you are a "details person."
Accurate:
You appreciate accuracy, and you know that it takes a careful process to achieve it Communication skills: Strong verbal and written communication skills
Task-oriented:
You like to get things done
Organized:
You know how to keep track of tasks and processes
Humility:
You are willing to ask for assistance.
Non-judgmental:
Trail FP believes in people. People all have their own stories and motivations. We seek to first understand people, and assume the best intentions. We expect all members of the Trail FP team to interact with others in such a fashion. Tools for the work and communications Computer & software. For reasons of security and consistent client experience, we require you to use Trail FP-provided computer hardware/software for all Trail FP-related work. Internet connection. Secure internet will be provided at our workplace. Cell phone. Many technology systems rely on a mobile phone to deliver "authentication codes" or identity verification messages. Trail FP does not provide a device, all employees currently use their personal mobile devices for authentication purposes. About Trail Financial Planning Trail Financial Planning LLC (TrailFP) is a fee-only financial planning & investment management firm. Our mission is to Strengthen People through Their Finances . We specialize in working with people from the helping professions such as therapists, teachers, firefighters, and medical professionals. John Chesbrough CFP®, RLP®, RICP® and Liz Snyder CFP®, LMHC, RICP® co-founded Trail FP in 2017. Our firm currently serves about 150 individuals and families. Our clients are primarily located in Bellingham, WA, although we serve clients around the world. Trail FP is a relatively new and growing business. As a result, the work atmosphere is dynamic and exciting. Our clients express genuine appreciation for our work with them. We make a difference to people's lives. Since we are a newer firm, there is very little bureaucratic encumbrance like "well, that's just the way things are done." However, that also means we are constantly inventing new ways of doing things. Sometimes that can be frustrating as we try out one system, then quickly pivot to something else. For some people that is exciting. If it does not sound exciting to you, then this position may not be a great fit. How to Apply Please use the "Apply for this Job" button through this website (Indeed.com). What to expect next We will contact all applicants as follows: (i) Within 5 days of receiving your application we will let you know that we have recieved it, and (ii) Between September 23rd and September 25th we will let all applicants know of the status of their application.
Pay:
$26.00 - $32.00 per hour
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid time off Professional development assistance Vision insurance
