Client Service Associate

Remote

Full Time

Mid Level

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

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

What's your citizenship / employment eligibility?*

Are you 18 years of age or older?*

Desired salary*

Do you have 4+ years of relevant financial industry experience?*

Please name all of the custodial platforms you're familiar with?*

Which custodian(s) have you opened and serviced accounts on their platform?*

The following questions are entirely optional.

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.

Gender

Race/Ethnicity

Human Check*

Submit Application

Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications.

Client Service Associate

Apply for this position