Employment

Job Description

Client Service Specialist

Location: Oskaloosa, IA
Company: Experience Wealth
Start Date: November 3, 2025
Employment Type: Part-time

About the Role

Experience Wealth is seeking a friendly, detail-oriented Client Service Specialist to join our growing financial advisory practice. As our first hire, you’ll play a key role in shaping the client experience and supporting day-to-day operations. This position is ideal for someone who enjoys both administrative and creative tasks, thrives in a small office environment, and is excited to grow with a purpose-driven business.

Key Responsibilities

• Greet clients and answer incoming calls
• Schedule client meetings and manage follow-up tasks
• Prepare materials before and after appointments (forms, notes, client touches)
• Assist with reporting and task tracking
• Update social media and website content
• Help plan and coordinate client appreciation events
• Maintain a tidy and welcoming office environment (light cleaning, watering flowers)
• Run occasional errands
• Adapt to evolving responsibilities as the business grows

What We’re Looking For

• Highly detail-oriented and committed to confidentiality
• Comfortable in a two-person office environment, while being part of a larger team
• Able to balance creative and administrative tasks
• Friendly, social, and client-focused
• Flexible and open to change
• Supportive and helpful, with a collaborative mindset

Schedule & Compensation

• Schedule: Looking for someone to work approximately 20 hours per week, ideally across 3 days, but I’m flexible and open to adjusting the schedule based on the right fit.
  • Flexibility to adjust or switch days occasionally for team meetings or office needs
• Pay: $18–$23/hour based on experience, paid bi-weekly
• Time Off:
  • 7 paid vacation/personal days per full calendar year and 6 paid holidays annually
  • Pro-rated for 2025: 2 vacation days and 2 paid holidays (Thanksgiving and Christmas)
• Introductory Period: 90 days
• Employment Type: At-will
• Other Requirements: Offer contingent on successful background check and fingerprinting
• Additional Perks:
  • Paid training
  • Flexibility and growth opportunities
  • Occasional hybrid work (e.g., for illness or weather)
  • Opportunity to learn about investing and financial planning
  • Paid hours for attending client or community events

Ready to Join Us?

We’re confident you’ll be a great fit and look forward to having you on our team. If you’re someone who enjoys helping others, thrives in a dynamic environment, and wants to grow with a purpose-driven business, we’d love to hear from you.