Client Service Manager    
Part-Time Remote (flexible)    
$20-$25/hour based on experience
 

Are you that rare unicorn who loves people, numbers, AND being creative? Do you want to be part of a team that values your contribution and also understands the importance of work/life balance? Do you roll your eyes at the typical financial services firm? You just might be the unicorn!

Yes, we are a real company. Yes, this is an actual job.

Our tax & financial advice businesses (Hecklick Tax & Speer Street Financial) are growing rapidly, so we are looking for a true rock star to join us. We focus on helping people make smart financial & tax decisions based on their unique situation.

Your role on the team will serve as a bridge between clients and the Financial Planner & Tax Advisor. You’ll also provide administrative support to the Financial Planner & Tax Advisor. Finally, you’ll have the ability to let your creative juices flow by designing social media posts & other marketing campaigns.

What you bring to the table:

• Never afraid to pick up the phone to call a client who has a question that can’t easily be answered via email
• Numbers, spreadsheets, and statements excite your inner nerd
• You do more than tolerate tech; you adopt it, you maximize it
• You love to solve problems, but you also know when to ask for help
• Showing up on time every time
• Having fun, laughing, and enjoying work and life
• A borderline obsessive attention to detail
• Experience in some type of financial field (banking, accounting, insurance, finance, etc.)
• Experience in Canva or other simple graphic design software
• Experience in social media for business

This is a REMOTE position for 10-20 hours per week (flexible hours). Must be available during regular business hours (9am-5pm). Training will be done in-person, as well as occasional in-person meetings with the Tax Advisor/Financial Planner to work better together for our clients.
 

If you’re thinking, “This is totally me!” - tell us why in a quick paragraph. No need to send a resume just yet. No cover letters. We don’t do super-formal, in case you haven’t noticed.
 

PLEASE NOTE: This is NOT for someone who wants to be part of the corporate rat race. Also not for someone who needs constant supervision or who spends their day ‘playing office.’  Not a fit for someone who likes to be micromanaged. And, while you don’t have to be a Disney fan, it sure wouldn’t hurt! We are absolutely an equal-opportunity employer and encourage any and all backgrounds to consider applying.
 

Contact: bill@speerstreet.com