Client Relationship Specialist

3 hours ago

Huntington Beach, California, United States Apella Wealth Full time

About Apella Wealth

Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our West Hartford, CT office.

Apella is headquartered in CT with offices across the country. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.

In our Huntington Beach office, we are deeply committed to supporting women in transition, including widows and individuals navigating divorce. The Client Relationship Specialist plays an essential role in creating an exceptional, welcoming experience for both our clients and advisors.

We're looking for someone who genuinely enjoys client service, is comfortable and curious with new technology, and is excited to be part of a collaborative, purpose-driven team.

Key Responsibilities:

  • Provide a high level of service to our firm's clients at the direction of a team of Financial Advisors and Planners
  • Provide administrative support during the financial planning process
  • Process account paperwork on and maintain related files
  • Support Advisors' calendars, proactively contact clients to schedule review meetings
  • Respond to client requests for service and process those requests
  • Answer telephone, relay messages, and greet clients, acknowledge/celebrate client milestones
  • Establish and maintain organized department files and records
  • Plan and/or attend meetings as requested by the Advisors
  • Assist with projects as needed
  • Perform other duties as assigned

Requirements:

  • 3-5 years finance or investment industry experience
  • Bachelor's Degree preferred
  • Knowledge of investment products and custodial accounts
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); Internet and CRM software
  • Excellent written and oral communication skills; strong listening skills; professional demeanor
  • Strong organizational, prioritization and project management skills
  • Ability to multi-task and manage time effectively in a fast-paced environment
  • Ability to work independently and as part of a team, with a great deal of initiative
  • Ability to learn and adapt quickly to multiple technology platforms

Apella Wealth, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Wealth offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.

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