What are the responsibilities and job description for the Client Service Associate position at Apollon Wealth Management?
Job Description
Job Description
Client Service Associate
Reports to : Client Service Manager
Status : Exempt
Hours : 20-32 Hours / Week (your preference)
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. This position offers flexibility, with options for part-time (20 hours per week) or full-time (32 hours per week) schedules.
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 :
No formal degree required; relevant experience will be considered.
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 :
2 Years of relevant financial industry experience
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
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