Client Service Associate

2 weeks ago


Mount Pleasant, United States Apollon Wealth Management Full time
Job DescriptionJob 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:
  • 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

i9nHvMSfwD



  • Mount Vernon, New York, United States Brad Methner - State Farm Agent Full time

    Become a valued member of our team as a Client Service Associate at Brad Methner - State Farm AgentAre you passionate about assisting clients and guiding them through their insurance options? If so, we invite you to explore a rewarding career as a Client Service Associate. Our team specializes in providing State Farm's insurance and financial...


  • Mount Dora, United States Jackson Hewitt - 3164 Full time

    Benefits: Employee discounts Flexible schedule Opportunity for advancement We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service...

  • Guest Service

    1 month ago


    Mount Pleasant, United States Urban Nirvana Spas & Salons Full time

    Job DescriptionJob DescriptionBe a part of our amazing front desk team as a guest and retail associate who sets the tone for every person that walks through the front doors, creating a warm and friendly environment for clients and staff alike.Job Description:As a guest care and retail associate at Urban Nirvana, you'll have an array of responsibilities...


  • Mount Pleasant, Pennsylvania, United States The Nutrition Group Full time

    Become a Temporary Food Service Associate with The Nutrition GroupAbout The Nutrition Group:We are a distinguished food service management organization committed to positively impacting communities through our appetizing and healthful meals. Since our inception, we have broadened our reach across multiple states, focusing on nurturing enduring relationships...


  • Mount Pleasant, Michigan, United States US Postal Service Full time

    **Job Summary**As a Rural Carrier Associate with the US Postal Service, you will be responsible for delivering mail and packages to customers along a prescribed rural route. This role requires a strong work ethic, attention to detail, and excellent customer service skills.**Key Responsibilities:**Deliver mail and packages to customers along a rural...


  • Mount Pleasant, Michigan, United States Nautilus Home Management Llc Full time

    Job OverviewNautilus Home Management LLC is seeking a dedicated Client Relations Specialist to enhance our commitment to outstanding service. This role is pivotal in ensuring our clients experience seamless management of their properties, allowing them to enjoy their homes without the associated stress.Key Responsibilities:Contractual Compliance: Oversee...


  • Mount Pleasant, Michigan, United States The Palms of Mt. Pleasant Full time

    The Palms of Mt. Pleasant is seeking a dedicated and friendly Dining Service Associate to join our culinary team. In this role, you will play a vital part in creating a positive and enjoyable dining experience for our residents. As a Dining Service Associate, your responsibilities will include: Taking resident meal orders accurately and efficiently. ...


  • Mount Pleasant, United States Zips Car Wash Part time $12

    Job DescriptionJob DescriptionWhy You’ll Love This Part-Time Customer Service Associate Job  Do you love interacting with people? Are you enthusiastic about helping others? If so our, part-time Customer Service Associate at Zips Car Wash located at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to people’s...


  • Mount Pleasant, United States Zips Car Wash Full time

    Job DescriptionJob DescriptionWhy You’ll Love This Customer Service Associate Job  Do you love interacting with people? Are you enthusiastic about helping others? If so our, full-time Customer Service Associate at Zips Car Wash at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to people’s journeys by creating a...


  • Mount Pleasant, United States Zips Car Wash Full time

    Job DescriptionJob DescriptionWhy You’ll Love This Part-Time Customer Service Associate Job  Do you love interacting with people? Are you enthusiastic about helping others? If so our, part-time Customer Service Associate at Zips Car Wash located at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to people’s...


  • Mount Pleasant, United States Zips Car Wash Full time $12

    Job DescriptionJob DescriptionWhy You’ll Love This Customer Service Associate Job  Do you love interacting with people? Are you enthusiastic about helping others? If so our, full-time Customer Service Associate at Zips Car Wash at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to people’s journeys by creating a...


  • Mount Pleasant, United States Zips Car Wash Full time $12

    Job DescriptionJob DescriptionDo you love interacting with people? Are you enthusiastic about helping others? If so our, part-time Customer Service Associate at Zips Car Wash located at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to people’s journeys by creating a positive and light-hearted atmosphere where people...


  • Mount Airy, North Carolina, United States Financial Foundations, Inc. Full time

    POSITION SUMMARYThe Client Advisory Associate is a vital member of our organization, acting as the primary liaison between our clientele and the comprehensive team at Financial Foundations, Inc. This role requires an exceptional communicator and influencer who possesses a strong eagerness to learn, contributing to the vision, positive atmosphere, and...


  • Mount Pleasant, United States Zips Car Wash Full time $15

    Job DescriptionJob DescriptionWhy You’ll Love This Lead Customer Service Associate Job  Do you love interacting with people? Are you enthusiastic about helping others and taking the lead? If so our, Lead Customer Service Associate at Zips Car Wash located at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to...


  • Mount Pleasant, United States Zips Car Wash Full time

    Job DescriptionJob DescriptionWhy You’ll Love This Lead Customer Service Associate Job  Do you love interacting with people? Are you enthusiastic about helping others and taking the lead? If so our, Lead Customer Service Associate at Zips Car Wash located at 2727 US-17, Mount Pleasant, SC, is the perfect position for you! You will bring joy to...


  • Pleasant Hills, United States Banfield Pet Hospital Full time

    If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Career worklet on the landing page or search for Find Jobs. The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of...


  • Mount Juliet, Tennessee, United States VCA Full time

    Job SummaryVCA is seeking a skilled Client Service Representative to join our team. As a Client Service Representative, you will be the first point of contact for our clients, providing exceptional customer service and ensuring a positive experience for our clients and their pets.Key ResponsibilitiesCustomer Service: Provide exceptional customer service to...


  • Mount Pleasant, United States WK Solutions Inc. Full time

    Job DescriptionJob DescriptionWK Solutions delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. With our recent expansion into Charleston, we are eagerly searching for a driven and eager individual to step into our Client Support...

  • Tax Associate

    1 month ago


    Mount Pleasant, United States Hantz Group Full time

    Job DescriptionJob DescriptionTax AssociateHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a...

  • Retail Associate

    1 week ago


    Mount Pleasant, Michigan, United States Speedway Full time

    About Speedway Speedway is a leading convenience store chain dedicated to providing exceptional customer service and a wide range of products and services. Your Role as a Retail Associate As a Retail Associate, you'll be the face of our company, interacting with customers and ensuring their needs are met. You'll play a vital role in creating a positive and...