Part-Time Client Services Associate

Dyer & Company is a fee-only, independent financial planning firm in Charlotte. We work with a select group of clients on comprehensive financial planning and investment management, and we take the relationship seriously. We're a small team, intentionally so, and we're looking for someone who wants to have an impact in a professional environment without the noise of a big organization.

The role

This is a part-time position starting at approximately two days per week with hours that flex around your schedule. We expect the role to grow as the firm grows, likely expanding in the fall.

This is a great fit if you're re-entering the workforce, looking for meaningful part-time work in a professional setting, or want something that works around school-age kids. We care more about reliability and attention to detail than prior financial services experience.

What you'll actually do

• Keep our CRM current, updating contacts, logging activities, and flagging follow-ups

• Handle account paperwork and coordinate with our custodian on new accounts, transfers, and requests

• Manage incoming mail, sorting, scanning, routing, and organizing

• Coordinate and record proxy voting during proxy season

• Prepare materials ahead of client meetings

• Help with scheduling and follow-up logistics

• Support general compliance recordkeeping and file organization

What we're looking for

• Organized, reliable, and comfortable working independently once you know the routine

• Detail-oriented, the kind of person who notices when something's off and takes care of it

• Prior office, administrative, or client-facing experience is helpful but not required

• Comfortable learning new software

What we offer

• A small, friendly team with awesome clients where your work genuinely matters

• Flexible morning hours built around your schedule

• A role that's designed to grow with the firm

• A competitive hourly rate commensurate with experience

To apply, please send a brief note about yourself and a resume to gray@dyerand.co.