Client Service Associate

Job Description

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

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 (not required)

Industry licensing (not required)

Firm Requirements:

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

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Full-time