Relationship Manager

2 weeks ago


Downers Grove, United States Apollon Wealth Management Full time
Job DescriptionJob Description

Relationship Manager

Reports to: Director of Practice Management  

Status: Exempt

Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization. 

Responsibilities:

  • Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination
  • Maintain and input tasks for multiple financial advisors and provide regular reports on task status
  • Manage various office-related tasks
  • Greet clients and prospects, ensuring a positive initial impression
  • Plan and support client events and seminars
  • Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients
  • Depositing securities and client checks that are received in office
  • Running client review investment reports and financial planning summaries
  • Handling of insurance application process and follow through
  • Maintaining and updating information in Apollon CRM
  • Identify efficiency opportunities 

Minimum Education:

• Bachelors Degree preferred

Skills and Experience:

  • 3+ years recent industry experience (Required)
  • 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 (Required)
  • Industry licensing (Not Required)

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