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 : 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 Powered by JazzHR
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