layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Part-Time Client Service & Operations Associate
Jambalaya Group
Bellingham, WA, US
Source: Jambalaya Group careers · View original posting
Employer job description
From Jambalaya Group's posting. “We” and “our” refer to the employer.
An established private financial planning practice in Bellingham, Washington, is seeking a dependable, detail-oriented Client Service & Operations Associate to help deliver an organized, responsive experience for clients and keep the office running smoothly. This is a central role in a small practice, working closely with the advisor and supporting approximately 135 client relationships through a structured meeting and service calendar.
The ideal candidate enjoys combining client service with hands-on administrative and operational work. Responsibilities will span front-office support, mail handling, scheduling, meeting preparation and follow-up, client records, new-account and application processing, and permitted transaction support. The practice has established templates and workflows and is continuing to strengthen its use of technology, automation, and AI-assisted tools.
This role requires a consistent, reliable schedule and regular physical presence in the Bellingham office. The practice can offer flexibility in how the weekly schedule is arranged, provided the agreed schedule remains predictable and supports client and business needs. Limited hybrid flexibility may be considered after onboarding, but this is not a fully remote position.