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Client Service Associate

Client Service Associate

Apollon Wealth ManagementMount Pleasant, SC, US
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Job Description

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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    Client Service Associate • Mount Pleasant, SC, US