Part Time Customer Service Specialist

Position Summary
Cano Wealth Strategies is client-focused, independent financial services firm with a 27-year track record of helping high-net-worth individuals—often the “millionaire next door”—navigate their financial journeys with confidence and clarity. Built on trust, integrity, and long-term relationships, our firm is committed to delivering exceptional, personalized service to every client.

We are seeking a Part-Time Client Service Specialist to join our close-knit team and play a vital role in supporting our clients and firm operations. We pride ourselves on fostering a positive, supportive workplace culture and offer flexible hours to promote work-life balance. This position also offers potential for growth within the company.

In this role, you will be the primary point of contact for client service needs, ensuring that every interaction reflects the high standards of care and attention our clients expect. You will handle day-to-day administrative tasks with care and accuracy, support the advisors in maintaining a seamless client experience, and assist in marketing initiatives that strengthen client relationships and enhance our firm’s visibility.

The ideal candidate is organized, proactive, personable, and passionate about providing exceptional service in a collaborative, high-integrity environment.

• Answer incoming calls in a professional, cheerful, and courteous manner
• Handle client requests over the phone and transfer calls to the appropriate advisor or manager as needed
• Schedule meetings for the advisor, including preparation and follow-up
• Assist clients with digital onboarding via phone, Zoom, or in-person meetings; ensure all forms are completed accurately and thoroughly
• Track and follow up on pending paperwork and outstanding transactions with Commonwealth
• Ensure timely processing of all incoming documentation
• Maintain well-organized client files (both physical and digital); update client contact records in the CRM system
• Support the Operations Manager with marketing initiatives
• Proactively suggest improvements to streamline operations and enhance office efficiency

• Strong work ethic and a commitment to excellence
• Exceptional organizational skills with a high level of attention to detail
• Ability to follow directions precisely and manage time effectively
• Excellent interpersonal skills and the ability to interact professionally with clients and team members
• Patience and consistency when performing repetitive tasks
• Minimum of 3 years of customer service experience; experience in financial services or a legal office is a plus
• Proficiency in Microsoft Word, Excel, and CRM software

• Accuracy and completeness of work
• Quality of client interactions and feedback
• Contributions to process and efficiency improvements

• Hourly Pay: $20–$24 per hour, depending on experience
• Schedule: Part-time, flexible hours
• Free on-site parking
• Opportunity for continuing education and professional development
• Paid time off
• 401(k) eligibility after 1 year of employment and 1000 hours
• Background check required upon offer of employment