Client Relationship Associate

Apollon Wealth Management; Los Angeles (CA); On-site; USD 60,000 - 78,000; Full time

Job summary

Apollon Wealth Management seeks a Client Relationship Associate to support advisors and clients through exceptional service, accurate account administration, and proactive office operations in a fast-paced environment.

You will coordinate onboarding, handle paperwork, schedule meetings, and ensure timely follow-up while maintaining confidentiality and compliance with firm standards.

Qualifications

• 3+ years of experience in wealth management or related client service.
• Experience supporting financial advisors or relationship managers.
• Working knowledge of investment account types, account maintenance, and financial industry documentation.

Responsibilities

• Serve as a primary point of contact for clients via phone, email, and in-person interactions.
• Support advisors by preparing paperwork, gathering documentation, and completing service requests.
• Prepare, process, and track client account paperwork including new accounts, transfers, and beneficiary updates.
• Coordinate client onboarding and ensure documentation is complete and submitted per firm and custodian requirements.
• Schedule client meetings and manage advisor calendars and logistics.
• Follow up on action items and document meeting notes as needed.
• Document client interactions in Salesforce and maintain accurate records.
• Adhere to firm policies, procedures, and regulatory requirements.
• Assist advisors with administrative tasks to support financial advice delivery.
• Answer inquiries promptly and maintain professional client communication.
• Maintain organized client files while protecting confidential information.
• Identify workflow improvements to enhance efficiency and client experience.
• Collaborate with advisors and operations to deliver a seamless high-touch service.

Skills

Wealth management

Client service

CRM: Salesforce

MS Office

Communication

Attention to detail

Team collaboration

Independent work

Tools

Salesforce

Microsoft Excel

Job description

Client Relationship Associate

Reports to: Sr. Director of Staffing and Operations

Status: Exempt

As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in keeping operations organized, accurate, and efficient.

You will play a key role in supporting advisors with client service, account administration, meeting coordination, and day-to-day office operations while ensuring all client requests are handled with professionalism, urgency, and attention to detail.

Responsibilities

• Serve as a primary point of contact for clients, providing exceptional service through phone, email, and in-person interactions.
• Support advisors throughout the client relationship by preparing paperwork, gathering documentation, completing service requests, and ensuring timely follow-up on client needs.
• Prepare, process, and track client account paperwork, including new account openings, transfers, beneficiary updates, money movement requests, maintenance requests, and other account servicing activities.
• Coordinate client onboarding and ensure all required documentation is complete, accurate, and submitted in accordance with firm and custodian requirements.
• Schedule client meetings, maintain advisor calendars, coordinate meeting logistics, and prepare materials needed for appointments.
• Execute post-meeting follow-up by completing assigned action items, documenting meeting notes when appropriate, and ensuring outstanding tasks are completed.
• Utilize Salesforce and other firm technology to accurately document client interactions, track tasks, maintain records, and ensure timely completion of requests.
• Maintain a thorough understanding of Apollon's policies, procedures, and service standards while ensuring all work is completed in accordance with regulatory and compliance requirements.
• Assist advisors with administrative responsibilities, allowing them to focus on delivering comprehensive financial advice and strengthening client relationships.
• Answer incoming phone calls, direct inquiries appropriately, and provide prompt, professional responses to client and internal requests.
• Maintain organized electronic and physical client files while protecting confidential client information.
• Proactively identify opportunities to improve workflows, enhance efficiencies, and elevate the client experience.
• Collaborate with advisors, relationship managers, and operational teams to provide a seamless, high-touch experience for every client.

Skills & Qualifications

• 3+ years of experience in wealth management, financial services, banking, or a related client service role (preferred).
• Experience supporting financial advisors or relationship managers in an administrative or client service capacity.
• Working knowledge of investment account types, account maintenance, and financial industry documentation (preferred).
• Experience with Salesforce or other CRM platforms (preferred).
• Familiarity with Fidelity and other custodial platforms (preferred).
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams (required).
• Outstanding customer service skills with a genuine passion for creating exceptional client experiences.
• Excellent written and verbal communication skills.
• Strong organizational skills with the ability to prioritize multiple tasks while maintaining accuracy and attention to detail.
• Ability to work independently while also collaborating effectively within a team environment.
• Demonstrated problem-solving skills and a proactive approach to identifying solutions.
• High level of professionalism, discretion, and commitment to maintaining client confidentiality.
• Ability to adapt to changing priorities and thrive in a fast-paced, service-oriented environment.