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Part Time Client Facing Finance Jobs (NOW HIRING)

WaveRez®

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Part-Time Client Support Specialist (Remote)

Destin, FL · Remote

$17/hr

Part-Time Client Support Specialist Company: WaveRez Position Type: Part-Time Location: Remote ... Help review and format client-facing content, including basic English formatting and wording ...

New

WaveRez®

Be Seen First

Part-Time Client Support Specialist (Remote)

Destin, FL · Remote

$17/hr

Part-Time Client Support Specialist Company: WaveRez Position Type: Part-Time Location: Remote ... Help review and format client-facing content, including basic English formatting and wording ...

New

IVitamin

Client Coordinator - Part Time

Austin, TX · On-site

$20/hr

As a Part-Time Client Coordinator, you will be responsible for: * Providing an exceptional client ... Maintain accurate patient records, updating personal and financial information as needed. * Oversee ...

IVitamin

Client Coordinator - Part Time

Austin, TX · On-site

As a Part-Time Client Coordinator, you will be responsible for: * Providing an exceptional client ... Maintain accurate patient records, updating personal and financial information as needed. * Oversee ...

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How much do part time client facing finance jobs pay per year?

As of Jun 8, 2026, the average yearly pay for part time client facing finance in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Part Time Client Facing Finance professional, and why are they important?

To thrive as a Part Time Client Facing Finance professional, you need a solid grasp of financial principles, analytical skills, and often a relevant degree in finance, accounting, or business. Familiarity with financial software such as QuickBooks, Microsoft Excel, or CRM platforms, and sometimes financial certifications like CFP or CFA, are typically required. Excellent interpersonal communication, problem-solving, and time management skills help professionals build trust and deliver tailored financial advice to clients. These abilities ensure accurate financial guidance, foster strong client relationships, and contribute to client retention and satisfaction.

What are some common challenges faced in a part-time client-facing finance role, and how can I prepare for them?

In a part-time client-facing finance position, managing multiple client accounts with limited hours can be challenging. Prioritizing effective communication and staying organized are key to ensuring timely responses and maintaining strong client relationships. Additionally, since you may collaborate with both internal teams and clients, adaptability and quick learning are important to stay up-to-date with changing financial products and regulations. Proactively setting clear expectations with clients about your availability can also help manage workload and build trust.

What is the difference between Part Time Client Facing Finance vs Part Time Client Facing Accounting?

AspectPart Time Client Facing FinancePart Time Client Facing Accounting
CredentialsFinance certifications (e.g., CFA, CFP), relevant degreesAccounting certifications (e.g., CPA), relevant degrees
Work EnvironmentFinancial firms, banks, investment companiesAccounting firms, corporate finance departments
Employer & Industry UsageFinancial services, wealth managementAccounting firms, corporate finance roles
Search & Comparison IntentClients seeking financial planning or investment adviceClients seeking accounting or bookkeeping services

Part Time Client Facing Finance involves providing financial advice, investment management, or financial planning services directly to clients, often requiring finance-specific certifications. Part Time Client Facing Accounting focuses on delivering accounting, bookkeeping, or tax services, typically requiring accounting credentials. Both roles involve client interaction but differ in their core expertise and industry focus.

What are part time client facing finance roles?

Part time client facing finance roles are positions within the finance sector where professionals work directly with clients to provide financial advice, manage accounts, or offer services such as investment guidance, financial planning, or banking solutions. These roles are designed for individuals seeking flexible work schedules, often involving fewer hours per week than full-time positions. Common job titles include part-time financial advisor, client relationship manager, or personal banker. Such roles require strong communication skills, financial knowledge, and the ability to build trust with clients. They are ideal for those who wish to balance their professional and personal commitments while still engaging in meaningful client interactions.
More about Part Time Client Facing Finance jobs
What cities are hiring for Part Time Client Facing Finance jobs? Cities with the most Part Time Client Facing Finance job openings:
What are the most commonly searched types of Client Facing Finance jobs? The most popular types of Client Facing Finance jobs are:
What job categories do people searching Part Time Client Facing Finance jobs look for? The top searched job categories for Part Time Client Facing Finance jobs are:
Part Time Client Facing Finance jobs near you

Client Facing Financial Specialist

All Financial Freedom

Remote

$60K - $75K/yr

Part-time

Posted 6 days ago

Job description

Position Overview
We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and onboarding process. This role emphasizes professionalism, communication, and client support rather than sales.
The ideal candidate is organized, detail-oriented, and comfortable working in a client-facing, remote environment. Prior financial services experience is not required. Training and licensing support are provided.
Key Responsibilities
  • Support clients through a standardized financial education and information process
  • Facilitate virtual client meetings and follow-up communications
  • Assist with documentation, scheduling, and client onboarding
  • Provide clear explanations of financial concepts related to protection and long-term planning
  • Maintain accurate records in accordance with company and compliance standards
  • Participate in ongoing training and professional development
Required Qualifications
  • Strong written and verbal communication skills
  • Professional, client-focused demeanor
  • High attention to detail and organizational skills
  • Ability to work independently in a remote setting
  • Willingness to obtain required state licensing (training provided)
  • Ability to pass a background check
Compensation & Work Environment
  • Performance-based compensation structure
  • Fully remote position with flexible scheduling
  • Structured onboarding and ongoing training
  • Advancement opportunities within client services, training, or leadership tracks
  • Collaborative, professional team culture
Career Path
This role provides exposure to financial services operations and client engagement, with opportunities to advance into education, leadership, or management roles.
Qualified candidates are encouraged to apply to learn more.

Apply