Client Service Associate

Client Service Associate

Reports to: Client Services 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:

• 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 submissions
  • Address changes
  • Client distributions and RMD’s
  • Client contributions and deposits
  • General service requests
• Work closely with custodial firms including Fidelity, Pershing, Schwab and Raymond James
• 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

Minimum Education:

• College degree

• Self-starter and motivated to learn
• Familiar and competent in the Windows suite of programs
• Embraces working on a team
• Strong written and verbal communication 
• Familiarity with Salesforce preferred
• Knowledge of custodial platforms (not required)
• Industry licensing (not required)

• 4 Years of relevant financial industry experience. 
• Must maintain client confidentiality
• Ability to ensure compliance of firm’s policies and procedures
• Attention to detail 
• 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