Wealth Management Specialist

2 hours ago


Downers Grove, Illinois, United States Apollon Wealth Management Full time
Job Overview

Apollon Wealth Management is seeking a skilled Wealth Management Specialist to join our team. As a key member of our advisory team, you will play a pivotal role in delivering exceptional wealth management services to our valued clients and financial advisors.

Key Responsibilities
  • Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
  • Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
  • Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
  • Provide valuable support to advisors by gathering necessary information and facilitating smooth interactions with clients
  • Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience
Requirements
  • 3+ years recent industry experience (required)
  • Familiarity with Salesforce preferred
  • Knowledge of custodial platforms (required)
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities
  • Proficiency in financial software and tools
  • Dedication to maintaining client confidentiality and trust


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