Client Service Associate

4 weeks ago

Charleston, United States Apollon Wealth Management, LLC Full time
Client Service Associate
Reports to: Client Service Manager
Status: Exempt
We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and 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 and executing at the custodian, which includes:
    • Opening 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
  • Coordinate with different internal groups to ensure smooth functioning of various processes
  • Document and track tasks to completion
  • Ensure compliance protocols are followed meticulously
  • Help document the department’s processes and procedures
  • Identify efficiency opportunities

Minimum Education:
 
  • College degree

Skills and Experience:
  • 3+ years recent financial services industry experience required
  • Self-starter and motivated to learn
  • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat
  • Embraces working on a team
  • Strong communication with clients both verbally and written
  • Familiarity with Salesforce preferred
  • Experience servicing and opening accounts on a custodial platform required
  • Industry licensing (not required)
  • Skilled in multi-tasking, follow-up, and managing priorities effectively
  • Strong analytical, problem solving, and organizational skills


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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