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:
Work Location: Hybrid remote in Great Barrington, MA 01230
