What are the responsibilities and job description for the Relationship Development Specialist position at Apella Wealth?
We're seeking a Relationship Development Specialist to join our team at Apella Wealth in Berwyn, PA. In this role, you'll focus on building and maintaining strong relationships with clients, identifying opportunities to expand our services, and collaborating with our advisors to deliver tailored solutions.
You'll work closely with clients to understand their financial goals and develop strategies to achieve them. You'll also communicate regularly with clients to keep them informed about market developments and updates on their investments.
Responsibilities:
- Building and maintaining client relationships
- Identifying opportunities to expand our services
- Collaborating with advisors to deliver tailored solutions
- Communicating with clients on market developments and investment updates
Requirements:
- 3-5 years experience in finance or investment industry
- Bachelor's Degree preferred
- Knowledge of investment products and custodial accounts
- Proficiency in Microsoft Office and CRM software
- Excellent communication and interpersonal skills
- Organizational and time management skills
