What are the responsibilities and job description for the Client Service Associate - Greenwood Village position at Apollon Wealth Management?
Client Service Associate
Reports to: Client Service Manager
Status: Exempt
We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.
Duties:
Minimum Education:
Skills and Experience:
Firm Requirements:
Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace
Background check required for all employees
Reports to: Client Service Manager
Status: Exempt
We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.
Duties:
- Communicate with Clients - answering office line during business hours and communicating with clients via email.
- Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process which may include:
- Open New Accounts
- Money movement requests
- Account transfer submission
- Address changes
- Client distributions and RMD’s
- Client contributions and deposit
- General service requests
- Insurance and annuity service requests
- Work closely with custodial firms including Schwab and PKS
- Provide support on Alternative Investment subscription documents
- Work closely with the trading and billing team to ensure accounts are setup properly and timely
- Identify efficiency opportunities
- Office administration – opening physical mail sorting and scanning or saving as needed
- Assisting advisors with client review preparation – creating agenda, compiling notes/digital files from prior meetings, ensuring online accounts are accurate and up to date
Minimum Education:
- College degree
Skills and Experience:
- Self-starter and motivated to learn
- Familiar and competent in the Windows suite of programs
- Embraces working on a team
- Strong communication with clients both verbally and written
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (not required)
- Industry licensing (not required)
Firm Requirements:
- Must maintain client confidentiality
- Ability to ensure compliance of firm’s policies and procedures
- Attention to detail with strong oral and written communication skills
- Ability to prioritize and multitask
- Strong interpersonal skills
- Strong organizational and documentation skills
- Creative, flexible, and persistent in completing tasks
Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace
Background check required for all employees
