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:
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