Client Services Associate (part-time)

Part-Time Client Services Associate 

Dyer & Company is a fee-only, independent financial planning firm located in Charlotte. We work with a select group of clients on comprehensive financial planning and investment management, and we take the relationship seriously. We’re an intentionally small team, looking for someone who wants to have an impact in a professional environment without the noise of a big organization. 

The role: 

This is a part-time position (20-30 hours per week) with 3 days working from our Dilworth office. We are flexible on which days of the week and what hours are worked in-office. 

This is a great fit if you’re re-entering the workforce, looking for meaningful part-time work in a professional setting, or want something that works around school-age kids and schedules. We care more about reliability and attention to detail than prior financial services experience. 

What you’ll actually do:

• Keep our CRM current; update contacts, log activities, flag follow-ups. 
• Handle account paperwork and coordinate with our custodian on new accounts, transfers, and requests. 
• Manage incoming mail — sorting, scanning, routing, and organizing. 
• Prepare materials ahead of client meetings. 
• Help with scheduling and follow-up logistics. 
• Support general compliance recordkeeping and file organization. 
• Support internal projects and initiatives.

What we’re looking for:

• Organized, reliable, and comfortable working independently once you know the routine.
• Comfortable taking a new task and trying to figure it out before getting stalled. 
• Warm and professional on the phone and in written communications. 
• Detail-oriented; the kind of person who notices when something’s off and takes care of it. 
• Prior office, administrative, or client-facing experience is helpful but not required.
• Proficient in Word, Excel, and PowerPoint, as well as a good working knowledge of Google Drive. 

What we offer:

• 10 office-wide closure days, 2 weeks PTO and as-needed sick time
• Half days on Fridays between Memorial Day and Labor Day
• Remote work during the week of Thanksgiving and Christmas
• 401k with 6% company match (after 1 year of employment)

Annual Salary: $40,000

Thank you for your consideration!