Client Service Associate - Remote Eligible

Client Service Associate

Reports to: Senior Director of Staffing and Operations

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 3 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 Pershing and Schwab.
• 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.