Part-Time Client Service Associate

STRATOS

. Serve as a responsive point of contact for routine client questions and service requests .

Posted 10/16/2026part-timeSilver Spring • Maryland • United StatesJuniorMid-Level💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service and account management within financial services, with a strong focus on attention to detail, organization, and effective communication. Proficient in managing client relationships and operational workflows while maintaining confidentiality and professionalism.

Highest-signal resume keywords

Client Service ExperienceSchwab Custodial PlatformCRM ExperienceSeries 65 LicensedFinancial Planning Software Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account MaintenanceMoney Movement CoordinationDocument ManagementOperational Workflow TrackingClient Request Processing

Soft Skills

Attention to DetailStrong Communication SkillsOrganizational SkillsCollaborative MindsetAdaptability

Tools & Technologies

Wealthbox CRMFidelity Custodial PlatformSchwab Custodial Platform

Certifications & Qualifications

Series 65 License

Industry Keywords

Financial ServicesWealth ManagementBanking OperationsClient RelationshipsAdministrative Support

Tech Stack

Tools & technologies

Spring

About the role

Key responsibilities & impact

Serve as a responsive point of contact for routine client questions and service requests
Prepare and process new account paperwork for advisory and retirement accounts
Coordinate money movement requests, including ACH transactions, wires, transfers, rollovers, and distributions
Complete account maintenance, including beneficiary, address, banking instruction, and required documentation updates
Schedule client meetings and prepare materials, forms, and follow-up items
Track client requests and operational workflows for timely and accurate completion
Communicate with custodians and internal team members to resolve account and service issues
Maintain accurate client records, contact information, notes, and tasks in CRM systems
Assist with document management, filing, and client correspondence
Anticipate client needs and identify opportunities to improve service experience and internal processes
Provide general administrative and client service support to the advisory team

Requirements

What you’ll need

2+ years of experience in financial services, wealth management, client service, banking operations, or administrative support
Experience with Schwab custodial platforms
Experience supporting client relationships and processing account service requests
Exceptional attention to detail, organization, and follow-through
Strong written, verbal, and interpersonal communication skills
Ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced environment
Professional, client-focused demeanor and ability to handle confidential information
Collaborative mindset, strong work ethic, and willingness to accept feedback and continuously improve
Bachelor's Degree or equivalent industry work experience preferred
CRM experience, including Wealthbox, is a plus or willingness to learn
Financial planning software experience
Series 65 licensed or committed to completing within 6 months
Experience with Fidelity custodial platform preferred
Must live within commuting distance of Silver Spring, Maryland

Benefits

Comp & perks

Remote work arrangement
Part-time, 20 hours per week
Long-term, part-time employment opportunity