Investment Services Associate

3 weeks ago


Mt Pleasant, South Carolina, United States Apollon Wealth Management Full time

Apollo Wealth Management is seeking an experienced Investment Services Associate to join our team. In this role, you will provide high-quality service and support to financial advisors and their clients, ensuring exceptional client experiences.

The Investment Services Associate will work closely with the trading and billing team to ensure accounts are set up properly and timely, identify efficiency opportunities, and provide support on alternative investment subscription documents.

We are estimating the salary for this position to be around $65,000 per year, based on industry standards and location.

This role requires a college degree and 4+ years of relevant financial industry experience. The ideal candidate will have strong written and verbal communication skills, be proficient in the Windows suite of programs, and have familiarity with Salesforce.

Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace. Background check required for all employees.



  • Mt. Pleasant, South Carolina, United States GPM Investments Full time

    Job SummaryGPM Investments is seeking a Sales Associate Professional to join our team. As a Sales Associate at GPM Investments, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers. Key responsibilities include:Ringing up customer sales using an electronic cash registerAssisting with...


  • Mt. Pleasant, South Carolina, United States J Murray & Co Full time

    We are seeking a highly skilled Customer Service Associate to join our team at J Murray & Co. As a Customer Service Associate, you will be responsible for providing exceptional customer service to our clients and ensuring that their needs are met.The ideal candidate will have excellent communication skills, a valid driver's license with a clean record, and...


  • Mt. Pleasant, South Carolina, United States Lineage Logistics Holding, LLC Full time

    Job Overview:We are seeking an experienced CLIENT SERVICES ASSOCIATE to join our dynamic team. As a Client Services Associate, you will play a crucial role in delivering exceptional service to our customers, ensuring their satisfaction and loyalty to our organization.The successful candidate will possess strong analytical and problem-solving skills, with the...


  • Mt. Pleasant, South Carolina, United States Argus Technical Services Full time

    Manufacturing Associate WantedWe are seeking a skilled Manufacturing Associate to join our team at Argus Technical Services in Racine, WI.This role offers a competitive hourly rate of $18-19 per hour and a regular schedule from 7 am to 3:30 pm, Monday through Friday.Must have prior experience in a manufacturing environment, preferably in assembly line...


  • Mt. Pleasant, South Carolina, United States GPM Investments Full time

    About the RoleGPM Investments is seeking a highly motivated Sales Associate to join our team. As a Sales Associate, you will play a key role in delivering an exceptional customer experience by greeting customers warmly and efficiently processing sales transactions.The ideal candidate will possess excellent communication skills, be able to work effectively in...


  • Mt. Pleasant, South Carolina, United States Walgreens Full time

    About Our CompanyWalgreens is a leading pharmacy retailer with a rich history of providing quality healthcare services to our customers. As a Sales and Service Associate, you will be part of a dynamic team that is dedicated to delivering exceptional customer experiences.Your Key ResponsibilitiesProvide customers with courteous, fair, friendly, and efficient...


  • Mt. Pleasant, South Carolina, United States Taco Bell Full time

    **Job Description**The Inn at I'On, Ascend Hotel Collection is a charming hotel located in Mount Pleasant's I'On community. We are seeking a skilled and professional Hospitality Service Associate to join our team. In this role, you will be responsible for providing excellent customer service and ensuring that all areas of the hotel are clean and...


  • Mt. Pleasant, South Carolina, United States Isabella Community Credit Union Full time

    Join Our Team at Isabella Community Credit UnionWe are looking for a Financial Services Associate to provide top-notch service to our members and help them achieve their financial goals. As a member of our team, you will be responsible for assisting with financial transactions, account maintenance, and product orders.Job Summary:Assist members with financial...


  • Mt. Pleasant, South Carolina, United States GPM Investments Full time

    **Sales Associate Role Overview**GPM Investments is looking for a skilled Sales and Customer Service Representative to provide exceptional customer experiences. Key responsibilities include:Providing top-notch customer service and greeting customers upon arrival.Processing customer sales and handling returns/exchanges efficiently.Counting and reconciling...


  • Mt. Pleasant, South Carolina, United States Five Below Full time

    Company OverviewFive Below operates over 700 stores across the US, each offering an exciting and affordable shopping experience. As a Sales Associate at Five Below, you'll contribute to our mission of making a difference in our customers' lives through our unique products and exceptional customer service.Job DescriptionWe're seeking a results-driven and...


  • Mt. Pleasant, South Carolina, United States FedEx Full time

    Retail Customer Service Associate PositionWe are seeking a skilled and friendly customer service professional to join our team as a Retail Customer Service Associate. As a key member of our team, you will be responsible for delivering exceptional customer experiences and supporting the overall success of our store.Key Responsibilities:Follow instructions...


  • Mt. Pleasant, South Carolina, United States Massage Envy Full time

    About Us">At Massage Envy Mount Pleasant, we're passionate about helping people feel their best. As a Sales & Customer Service Associate, you'll play a vital role in delivering exceptional customer experiences and promoting the value of Total Body Care.Salary: $14-$16/hour plus bonuses and commissions, with estimated annual earnings ranging from $29,120 to...


  • Mt. Pleasant, South Carolina, United States Walgreens Full time

    Are you a people person looking for a rewarding career in retail sales? As a Customer Service Associate at Walgreens, you'll model and deliver a distinctive and delightful customer experience. You will register sales on assigned cash registers, provide customers with courteous, fair, friendly, and efficient checkout service. Our ideal candidate will also...


  • Mt. Pleasant, South Carolina, United States HomeWell Care Services SC259 Full time

    HomeWell Care Services SC259 is a leading provider of in-home care services. We are seeking a dedicated Care Manager to oversee the delivery of high-quality services to our clients.In this role, you will be responsible for assessing client needs, developing personalized care plans, and supervising a team of caregivers to ensure exceptional service...


  • Mt. Pleasant, South Carolina, United States PetSmart Full time

    Our MissionAt PetSmart, we're committed to delivering exceptional customer experiences while driving sales growth through innovation and efficiency.As a Retail Sales Associate, you'll play a critical role in achieving this mission by:Providing top-notch customer service that builds loyalty and drives repeat business.Ensuring the safety and well-being of our...

  • Store Associate

    2 days ago


    Mt. Pleasant, South Carolina, United States Food Lion Full time

    What We OfferWe are proud to offer a range of benefits and perks that make us a great place to work. These include:A comprehensive compensation package, including competitive hourly pay and benefitsOpportunities for career growth and professional developmentA positive and supportive work environmentFlexible scheduling options to fit your needsDiscounts on...


  • Mt. Pleasant, South Carolina, United States Circle K Full time

    **About Circle K**Circle K is a leading global convenience store chain with a strong presence in the retail industry.We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a positive...


  • Mt. Pleasant, South Carolina, United States GPM Investments Full time

    Job DescriptionGPM Investments is seeking a highly motivated and organized individual to fill the role of Customer Service Representative. In this position, you will be responsible for providing top-notch customer service and ensuring that customers have a positive experience while shopping at our store. Key responsibilities include:Responding to customer...


  • Mt. Pleasant, South Carolina, United States Guaranty Bank & Trust Full time

    Your Career AwaitsImagine working in a place where your career drives both personal success and customer satisfaction. At Guaranty Bank & Trust, we empower our customers to achieve their financial dreams and goals.Job DutiesPerform transactions such as accepting deposits and loan payments, cashing checks, issuing money orders, and cashier's checks.Provide...


  • Mt. Pleasant, South Carolina, United States Wells Fargo Full time

    Company Overview: At Wells Fargo, we are committed to helping our customers achieve their financial goals. As a Teller Part Time, you will play a critical role in providing exceptional customer service and supporting the success of our bank.