About this role
Part-Time Client Services Associate at Stratos Wealth Partners. Location: Worthington, Ohio, United States. Role: serving clients, scheduling meetings, maintaining records Requirements: Entry-level client-facing role; requires proficiency with Microsoft Office and CRM, familiarity with Canva and Adobe Suite, strong communication and organizational skills, high school diploma preferred, prior experience supporting financial advisors preferred. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, CRM, Canva, Adobe Suite Commitment: Part Time Workplace: Onsite Languages: English