About Modern Family Finance
Modern Family Finance is a fee-only independent financial planning firm based in the San Francisco Bay Area that serves women and LGBTQ professionals — many of whom are tech employees or self-employed.
We combine comprehensive financial planning, tax planning, and investment management to help our clients make confident, values-aligned decisions. Our clients tend to be thoughtful, ambitious mid-career professionals in their 30s–50s who want their financial life to reflect their personal and family values.
Our mission is simple: provide tax-smart financial advice for modern families, delivered like a trusted friend.
We’re a small, collaborative team who values Good Work, Good People, and Good Times. We take our work seriously but not ourselves, and we believe that good financial planning changes lives.
We’re Hiring: Client Services Associate (Contract)
Opportunity
We are looking for a Client Services Associate who genuinely loves helping people and takes pride in delivering an exceptional client experience.
This is not a sales or advisory role. Our clients trust us with their family’s financial lives, and you will play a central role in honoring that trust. You will be the connective tissue between our advisor, our systems, and our clients — making sure every interaction feels thoughtful, organized, and human.
This role is a great fit if you enjoy operational work, client communication, and creating order behind the scenes. If you are detail-oriented, proactive, and motivated by making things easier for others, this role will feel deeply rewarding.
What You’ll Do
Deliver a Seamless Client Experience
- Coordinate and manage the onboarding of new clients from start to finish
- Ensure each client interaction is warm, organized, and stress-free
Execute Operations with Precision
- Prepare and process account openings, transfers, contributions, and distributions
- Handle paperwork accurately and efficiently, with close attention to detail
Manage Systems & Data
- Maintain accurate client records in our CRM
- Manage electronic workflows and document management systems
Support Client Communication
- Assist clients via video calls with operational needs (paperwork, money movement, account logistics)
- Provide proactive updates so clients always know what to expect next
Support Relationship-Building Efforts
- Assist with client touches such as gifting, holiday cards, and occasional client events
Improve How We Work
- Identify inefficiencies or friction points and help us improve processes over time
What Success Looks Like in This Role
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Clients experience less friction and fewer follow-ups
- You anticipate needs, reduce back-and-forth, and take ownership of follow-through.
- Clients feel supported, informed, and at ease
- They know what’s happening, what comes next, and who to contact.
- Operations run smoothly and accurately
- Paperwork, money movement, and account logistics are handled correctly and on time.
- The advisor can rely on you completely
- You communicate clearly, follow through consistently, and think one step ahead.
- The firm improves over time
- You contribute ideas that enhance workflows, efficiency, and the overall client experience.
Qualifications
- 1+ years of financial planning industry experience is highly preferred; motivated career transitioners are welcome
- Strong organizational skills and uncompromising attention to detail
- High emotional intelligence and a calm, friendly demeanor
- Clear, professional written and verbal communication skills
- Comfort learning new tools and technology (CRM systems, custodial platforms, and client portals)
- Ability to self-start and thrive in a remote, entrepreneurial environment
- Alignment with the mission of Modern Family Finance and enthusiasm for working with women and LGBTQ clients
Hours and Compensation
- Flexible part-time contract role (30-40 hours per week)
- Hourly rate of $20–$30 per hour, depending on experience
- Hours are adjustable based on the needs of the firm, with flexibility to set your own schedule
- Fully remote position; we are a fully virtual practice
- Potential for hours to increase as the firm grows
- Potential to grow into a full-time position
- Mentorship and opportunity to be part of a unique, mission-driven practice
Why You’ll Love Working Here
- 100% remote role with flexibility and autonomy
- Work with thoughtful, kind clients — women, LGBTQ professionals, and modern families
- Be part of a collaborative team where your ideas genuinely matter
- See the direct impact of your work on real families — helping them feel calm, informed, and cared for
How to Apply
In addition to your resume and LinkedIn profile, please submit a short video (no more than 5 minutes) answering the following questions:
- What interests you in working with Modern Family Finance?
- Tell us about your experience supporting clients or managing operations.
- Tell us about a time you improved a client experience. What did you do and what was the result?
Email: lisa@modernfamilyfinance.com
Subject: Client Services Associate Application — [Your Name]