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Client Service Associate

4 months ago

Denver, United States Apollon Wealth Management Full time
Job DescriptionJob DescriptionClient Service Associate
Reports to: Director of Operations
Status: Exempt
Work Arrangement: Hybrid Role 

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:
 
  • Serve as the point of contact for clients, responding promptly to inquiries via email and telephone during business hours, ensuring excellent customer service and satisfaction.
  • 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 submission
    • Address changes
    • Client distributions and RMD’s
    • Client contributions and deposit
    • General service requests
    • Insurance and annuity service requests
  • Work closely with custodial firms including Schwab and PKS
  • Handle office administrative tasks including but not limited to opening, sorting, and scanning physical mail as needed
  • Assist advisors in preparing for client reviews by creating agendas, compiling notes and digital files from prior meetings, and ensuring that online accounts are accurate and up to date
  • Coordinate with different internal groups to ensure smooth functioning of various processes
  • Document and track tasks to completion
  • 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 communication with clients both verbally and written
  • Familiarity with Salesforce preferred
  • Knowledge of custodial platforms (not required)
  • Industry licensing (not required)

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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