All jobs → Partner boards

Client Service Specialist

True Blue Strategies • Cornelius, NC, US • published 2026-10-13 02:25:37.156702

Description

**About Passport Wealth Management** Passport Wealth Management is a fee\-only, fiduciary wealth management firm based in Cornelius, NC. We're a small, close\-knit team in one of the best growth stretches in our history \- which means we're investing now in the people and systems that let us take great care of more clients without losing the personal touch that got us here. We run our business on a clear operating framework, so you'll always know what's expected of you, how your work fits the bigger picture, and how you're doing. **About the Role** We're hiring a **Client Service Specialist** to be the steady hand behind our clients' experience, the person who makes sure meetings are ready, paperwork keeps moving, and nothing falls through the cracks. You'll report to Dan, our owner, and work closely with the rest of our small team. **Hours:** 25–40 hours/week (we would love to find the perfect full\-time person) **Location:** In\-office at our Cornelius, NC office **Start:** As soon as we find the right fit **Salary:** Commensurate with experience **What You'll Do** * Prepare for and follow up on client meetings: building agendas, confirming details in advance, and making sure eve...

Get jobs like this daily in Telegram: @careeri_bot