Part-Time Client Services Associate - Wealth Team

Athlon Advisors Llc; Cockeysville (MD); On-site; USD 21,000 - 34,000; 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 is seeking a part-time Client Services Associate to support the wealth business unit in Hunt Valley, MD. The role emphasizes client interaction, administrative tasks, and collaboration with financial advisors. The candidate should be professional, quick to learn, and highly organized.

The position is in-person, 25–40 hours per week, with a flexible schedule. Background check and possible drug screen are required.

Qualifications

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

Responsibilities

• Answer, troubleshoot, and solve client requests via phone, email, or in person.
• Maintain exceptional client care and service in all interactions.
• Prepare and organize client paperwork and files.
• Communicate with clients to obtain information for meetings.
• Assist advisors with service tasks: new accounts, distributions, transfers, changes.
• Monitor client accounts and paperwork.
• Handle routine client questions by phone, email, or in person.
• Support office efficiency and daily administration.
• Comply with industry rules and regulations.

Skills

Communication

Client service

Multitasking

Detail-oriented

Independent worker

Organization

Education

High school diploma

Tools

Microsoft Office

Job description

Athlon Advisors LLC is seeking a part-time Client Services Associate to support the wealth business unit in Hunt Valley, MD. The role emphasizes client interaction, administrative tasks, and collaboration with financial advisors. The candidate should be professional, quick to learn, and highly organized.

The position is in-person, 25–40 hours per week, with a flexible schedule. Background check and possible drug screen are required.