Client Services Associate

Berkshire Wealth Group | Great Barrington, MA

Part-Time | Mon-Fri, 9:00 AM - 1:00 PM (20 hrs/week) | $30-35/hour

About Us

The Raymond James financial advisors at Berkshire Wealth Group serve families in the Berkshires and beyond with thoughtful, evidence-based financial planning. We're a small team—two advisors managing approximately 120 client relationships—and we take pride in doing things right, not fast.

We believe that good financial advice starts with good operations: accurate paperwork, clear communication, and genuine care for the people we serve.

The Role

We're looking for a detail-oriented, locally-rooted professional to handle the operational backbone of our practice. This isn't a stepping-stone role—it's for someone who wants to become indispensable to a small business and its clients.

Your primary responsibilities:

Processing money movements (wires, ACH transfers, journals between accounts)
Opening new accounts and coordinating account transfers (ACATs)
Preparing and reviewing client paperwork for accuracy
Scheduling client meetings and maintaining our calendar
Depositing checks and reconciling transactions
Entering detailed notes in our CRM system
Fielding client calls with warmth and professionalism

Bonus skills (not required):

Social media content creation or scheduling
Basic graphic design or Canva experience

What We're Looking For

Non-negotiables:

Exceptional attention to detail — A single transposed digit can move the wrong amount of someone's retirement savings
Strong phone presence — You'll be a voice of our firm to clients and custodians
Genuine care — Our clients trust us with their life savings; we need someone who takes that seriously
Local stability — We're investing in training; we need someone who's staying in the Berkshires
Comfort with numbers — You don't need to be a financial expert, but math can't make you anxious

What success looks like here:

You catch errors before they happen
You ask questions early, not after mistakes
Clients feel cared for when they interact with you
You take pride in getting things right
You can handle being on hold for 40 minutes without losing your mind

What We Offer

$30-35/hour (higher end for relevant experience)
Predictable schedule — Monday through Friday, 9:00 AM to 1:00 PM. No nights, no weekends.
Flexible work location — You don't need to be in the office every day, but should be able to come in when needed for check deposits and during training
Thorough training — We don't expect you to know wealth management; we expect you to be excellent at learning our systems
Autonomy once earned — We trust competence; you won't be micromanaged
A role that matters — When you do your job well, families' financial lives run smoothly

To Apply

Please complete the application questions below and email your responses along with your resume to kathy@brkwealthgrp.com.

We'll review applications on a rolling basis and will contact qualified candidates for a phone interview.

Application Questions

Please answer the following questions. Your responses matter as much as your resume.

1. Contact Information

Full Name:
Phone Number:
Email Address:
City/Town of Residence:

2. Availability & Stability

Can you commit to Monday through Friday, 9:00 AM to 1:00 PM?
How long have you lived in the Berkshires, and do you plan to stay in the area long-term?
Is there anything that would prevent you from maintaining this consistent schedule?

3. Experience & Skills

Describe your most detail-oriented work experience. What did you do to ensure accuracy?
Have you worked in a role that required phone communication with clients or customers? Describe your comfort level.
Have you ever worked with financial accounts, numbers, or data entry? (Not required—just helpful context)

4. Math Exercise - Portfolio Rebalancing

A client currently has the following 60/40 portfolio:

Equity (60% of portfolio):

36% Equity Position 1
12% Equity Position 2
6% Equity Position 3
6% Equity Position 4

Fixed Income (40% of portfolio):

23% Fixed Income Position 1
8% Fixed Income Position 2
4% Fixed Income Position 3
4% Fixed Income Position 4
1% Cash

Current Total: 100%

Your Task:

Rebalance this portfolio to 70/30 (Equity/Fixed Income), maintaining the same proportional relationships within each category. Round to the nearest whole number if needed.

New Equity Allocation (70% total):

Equity Position 1: ____%
Equity Position 2: ____%
Equity Position 3: ____%
Equity Position 4: ____%

New Fixed Income Allocation (30% total):

Fixed Income Position 1: ____%
Fixed Income Position 2: ____%
Fixed Income Position 3: ____%
Fixed Income Position 4: ____%
Cash: ____%

New Total: ____%

5. Judgment Question

Scenario:

You've been on hold with Schwab for 30 minutes trying to resolve a large account transfer. You're finally almost to the front of the queue.

The office phone rings—caller ID shows it's one of our largest clients. Both advisors are currently in meetings and can't pick up.

What do you do? Explain your reasoning.

6. Why This Role?

In 2-3 sentences: Why does this particular role appeal to you? What about it feels like a good fit?

7. References

Please provide two professional references (name, relationship, phone/email).

Thank you for your interest in Berkshire Wealth Group.

We'll be in touch soon if your experience aligns with what we're looking for.

Registered branch contact information

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Berkshire Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

Pay: $30.00 - $35.00 per hour

Expected hours: 20.0 per week

Benefits:

Paid training

Work Location: Hybrid remote in Great Barrington, MA 01230

Berkshire Wealth Group

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