Client Relationship & Onboarding Specialist

Apollon Wealth Management, LLC; Los Angeles (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Apollon Wealth Management, LLC is seeking a Client Relationship Associate to partner with advisors and clients from the first contact through ongoing servicing. The role emphasizes delivering exceptional client experiences, maintaining organized operations, and ensuring timely follow-up on client needs.

You will support advisors with paperwork, onboarding, and day-to-day tasks while upholding confidentiality and compliance standards in a fast-paced environment.

Qualifications

• 3+ years in wealth management or related client service role (preferred).
• Experience supporting financial advisors or relationship managers in admin/client service.
• Working knowledge of investment account types and financial documentation (preferred).
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams) required.

Responsibilities

• Serve as primary contact for clients via phone, email, and in-person interactions.
• Support advisors by preparing paperwork, gathering docs, and completing service requests.
• Prepare, process, and track client account paperwork (new accounts, transfers, updates, money movements).
• Coordinate client onboarding and ensure required documentation is complete and submitted.
• Schedule client meetings and maintain advisor calendars; prepare meeting materials.
• Document client interactions in Salesforce and maintain records for timely requests.

Skills

Wealth management

Administrative support

CRM (Salesforce)

MS Office

Communication skills

Organizational skills

Independent work

Team collaboration

Tools

Salesforce

Custodian platforms

Job description

Apollon Wealth Management, LLC is seeking a Client Relationship Associate to partner with advisors and clients from the first contact through ongoing servicing. The role emphasizes delivering exceptional client experiences, maintaining organized operations, and ensuring timely follow-up on client needs.

You will support advisors with paperwork, onboarding, and day-to-day tasks while upholding confidentiality and compliance standards in a fast-paced environment.