Apollon Wealth Management

Client Service Associate

GREENWOOD VILLAGE, CO
Full Time
Mid Level
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
Background check required for all employees
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