Client Services Associate

Overview

Athlon Advisors is an independent investment management and strategic advisory firm. We help manage every aspect of our client’s financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a highly energized, detail oriented and organized individual with a positive attitude who will thrive in our professional office environment serving as a Services Associate for our Wealth, Tax Planning and Preparation units.

The Client Services Associate will work closely with and support the advisors, tax preparers, and clients directly on all client matters. The Client Services Associate plays a pivotal role in day-to-day interaction with clients. If you have a desire to succeed in a team environment this may be the perfect job for you!

• Answers, troubleshoots, and problem-solve 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.
• Informing prospects/clients of firm processes
• Timely and accurately schedule appointments when necessary.
• Responsible for schedule maintenance, conflict resolution, and appointment confirmation
• Clerical functions such as entering info into databases and spreadsheets, filing, faxing, scanning, copying, and mailing documents.
• Monitor incoming new and existing client accounts, transfers, and all processed paperwork.
• 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.
• 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.

• Self-motivated, detail-oriented, and organized.
• Team-oriented, flexible, and dependable.
• Ability to work independently and efficiently to meet deadlines.
• Excellent communication (oral and written) and client service skills.
• A positive and professional attitude.
• Ability to work well under pressure.
• Multi-tasking ability.

• Associates or Bachelors College degree preferred.
• Financial planning experience a plus.
• Prior administrative experience in a professional office environment is not required but is preferred.
• Microsoft Suite experience preferred.

This is an in-person part-time, Monday through Friday position.

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.

Qualified candidates will start the process by having a 15–30 minute zoom interview.

A background and credit check may be required.

We are an Equal Opportunity Employer.

Entry level

Part-time

Other