Mon-Thursday 8:00a-4:30p, Friday 8:00-4p

The Client Service Administrator (CSA) position is essential for maximizing the advisor’s time and strengthening the human connection between clients and our firm. In this role, the CSA collaborates with both the broader team and external service providers to deliver outstanding client service. The CSA is responsible for the administrative tasks associated with serving a focused core group of clients and reports directly to the Director of Client Service.

• Bachelor's degree

• Minimum 2 years of experience in a customer service/support role

• Excellent verbal and written communication skills

• Proficiency with Office applications and CRM systems

• Technology friendly

• Experienced team player

• Positive attitude and disposition

• Strong curiosity and learning mindset

Salary Range:

Based on experience and skillset: $59,000 - $62,000

Additional salary considerations for those with specific industry experience

Benefits:

• Fully paid dental + vision insurance

• Fully paid medical insurance + Funded H.S.A or HRA

• Paid time off

• Long Term Disability Insurance

• 3% non-elective 401(k) contribution

• Discretionary Profit Sharing

• Discretionary company bonus program

Qualified candidates please submit a cover letter with resume and a minimum of 3 references to jill@humaninvesting.com. We will reach out to you if you’ve been selected for an initial interview.

• We’re looking for a summer tax intern to join our team for two months in the summer of 2027.

• You must be a declared financial services major with a concentration in accounting finishing Junior year by Spring 2026 to Spring 2027.

• Potential for continued work into the 2027 - 2028 school year.

• Summer employment at a competitive hourly rate.

• Training and working alongside the Director of Tax and Tax Associate to assist with tax related client work and projects

• Collaborate with other areas of the firm to gain an understanding of how our tax offering connects with our wealth management offering.

• Application of classroom knowledge in the real world of investment and tax advice.

• Learn the software tools our tax team utilizes.

• Engagement with our full team in both working projects as well as socially during our hosted summer summer events.

• Applications open October 1st, 2026 and close November 27th 2026.

• Send an updated resume and cover letter to Jill Novak at jill@humaninvesting.com.

• We will be hiring summer interns to join our team from June - August, 2027.

• You must be a declared financial planning major completing Junior year by Spring 2027.

• Potential for continued work into the 2027 - 2028 school year.

• Summer employment at a competitive hourly rate.

• Practical work experience with an independent registered investment advisory team’s varied service offerings.

• Participation in building financial plans from the ground up for real clients.

• Application of classroom knowledge in the real world of investment advice.

• Software training from e-Money and other software the firm utilizes.

• Engagement with our vibrant team and inclusion in planned summer events.

• Applications open October 1st, 2026. Applications close November 27th, 2026.

• Send an updated resume and cover letter to Jill Novak at jill@humaninvesting.com.