Client Services Associate - Apollon Wealth Management, LLC : Job Details

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 RMDs
• 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

Skills and Experience:

• 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
• Industry licensing (not required)

Firm Requirements:

• Must maintain client confidentiality
• Ability to ensure compliance of firms 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