Client Services Associate

Athlon Advisors; Cockeysville (MD); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

401(k)

Paid time off

Dental insurance

Flexible schedule

Health insurance

Vision insurance

Job summary

Athlon Advisors LLC, based in Hunt Valley, MD, is seeking a part-time Client Services Associate to support the wealth management team. The role emphasizes superior client care and assisting advisors with daily tasks.

This in-person position is 25-40 hours per week, offering a professional environment with growth potential. Responsibilities include handling client inquiries, preparing paperwork, and coordinating meetings while adhering to industry regulations.

Qualifications

• High school diploma required.
• Office experience preferred but not required.
• Microsoft Suite experience preferred.

Responsibilities

• Answers, troubleshoots, and solve client inquiries via phone, voicemail, e-mail, and occasional in-person requests.
• Ensures all client interactions are successful with exceptional client care and service.
• Prepare, organize, coordinate, and maintain all client paperwork and files.
• Communicate with clients to obtain information for upcoming meetings.
• Assist registered representatives with service tasks including new accounts and transfers.
• Monitor client accounts, transfers, and paperwork.
• Handle routine client account questions via phone, email, and in person.
• Maintain office efficiency by planning and implementing systems.
• Provide general administration and support for the office.
• Comply with industry rules and regulations.
• Other duties as assigned.

Skills

Team-oriented

Independent worker

Deadline-oriented

Self-motivated

Detail-oriented

Organized

Communication skills

Client service

Professional attitude

Multitasking

Education

High school diploma

Office experience preferred

Microsoft Suite experience preferred

Tools

Microsoft Office Suite

Job description

Benefits:

• 401(k)
• Paid time off
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

A growing financial services firm in the Hunt Valley area, is seeking a highly energized individual with a positive attitude to serve as a part-time Client Services Associate for our wealth business unit. This is your chance to play a key role in the future success of our organization! We're hopeful that this position will grow in scope over time.

The candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, detail-oriented, and computer savvy. Superior phone and computer skills required.

The Client Services Associate plays a pivotal role in day-to-day interaction with clients. If you have a relentless, burning desire to succeed in a team environment we would love to hear from you!

Description

The Client Services Associate will work closely with and support the financial advisors on all client matters. We value and rely on the unique talents and contributions of our employees to absolutely excel in a positive client experience.

Responsibilities & Activities

• Answers, troubleshoots, and problem-solves incoming telephone, voicemail, e-mail, and occasional in-person requests for assistance from the firm's existing clients, new or prospective clients, staff, and other entities.
• Ensures all client interactions and relationships are successful and that we provide and maintain exceptional client care and service.
• Prepare, organize, coordinate, and maintain all client paperwork and files.
• Communicate with clients to obtain necessary information for upcoming client meetings.
• Assist the registered representatives with service aspects of all current clients. Duties in this area would include new account paperwork, setting up systematic distributions and contributions, processing one-time incoming and outgoing wire transfers, processing name and address changes, bank authorizations, etc.
• Monitor incoming new and existing client accounts, transfers, and all processed paperwork.
• Handle routine matters for client accounts including answering client questions via telephone, email, and face to face.
• Maintains office efficiency by planning and implementing office systems.
• Perform general administration and support functions for the office as required.
• Comply with all industry rules and regulations.
• Other duties as assigned

The ideal candidate will possess the following skills:

• Team-oriented, flexible, and dependable
• Ability to work independently and efficiently to meet deadlines
• Self-motivated, detail-oriented, and organized
• Excellent communication (oral and written) and client service skills
• A positive and professional attitude
• Excellent customer service skills, including patience, empathy, and flexibility
• Multi-tasking ability

Education/Experience

• High school diploma
• Office experience preferred but not required
• Microsoft Suite experience preferred

This is an in-person position, working between 25-40 hours per week, Monday through Friday. We are willing to be flexible with the work schedule.

We offer a great working environment and benefits. We have cultivated a strong culture that emphasizes maximizing our employees' talents and promoting from within. This is your chance to play a key role in the continued success of our company.

Due to the nature of the work and sensitive information handled, a background check is required, and drug screen may be required.

About Us:

Athlon Advisors LLC is a trusted advisory firm based in Hunt Valley, MD, dedicated to helping clients achieve their financial goals with personalized, strategic guidance. Our clients value our commitment to transparency, integrity, and long-term relationships. We foster a collaborative and supportive workplace where team members are empowered to grow professionally and make a real impact.