Wealth Client Services Associate — Part-Time, Flexible Schedule

Athlon Advisors, LLC.; 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

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.