Part-Time Client Services Associate

Worthingtononsitejunior$42K – $52K

Posted 1w ago · via Recruitee

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About this role

Part-Time Client Services Associate 25 hrs/week • Tuesday-Thursday/Flexible • 9:00 AM - 5:00 PM • In Office Who Are We? Harmony Wealth Advisors is a Worthington-based, independent investment and wealth management practice providing fiduciary, fee-based active management and advisory services to clients throughout the United States. Our team brings more than six decades of collective financial advisory experience and is supported by relationships with leading global investment firms. We have an immediate opening for a Part-Time Client Services Associate — a key role in our growing practice dedicated to delivering an exceptional experience to our rapidly expanding client base. The Role Working under the direct supervision of the Partners.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

Skills match

We compare your skills against the role requirements.

Level fit

This role is junior-level. We check your trajectory against it.

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in Worthington. We weight your proximity and willingness to relocate.

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