Client Service Associate

Apollon Wealth Management; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A leading wealth management firm is seeking a dedicated Client Service Associate to join their team. The role involves providing exceptional client support, managing back-office investment operations, and collaborating with financial advisors and custodial firms. Ideal candidates possess a college degree, strong communication skills, and 4+ years of relevant financial industry experience. This position offers an opportunity to work in a dynamic environment focused on client satisfaction.

Qualifications

• 4+ years relevant financial industry experience required.
• Ability to maintain client confidentiality and ensure compliance.
• Strong interpersonal and organizational skills are essential.

Responsibilities

• Provide back-office investment operations support to financial advisors and clients.
• Work closely with custodial firms and ensure accounts are set up properly.
• Identify efficiency opportunities within the operations.

Skills

Self-starter

Team player

Strong written and verbal communication skills

Attention to detail

Ability to prioritize and multitask

Education

College degree

Tools

Salesforce

Windows programs

Job description

We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.

Duties:

• Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process, which may include:
• Open new accounts
• Money movement requests
• Account transfer submissions
• Address changes
• Client distributions and RMDs
• Client contributions and deposits
• General service requests
• Work closely with custodial firms including Fidelity, Pershing, Schwab, and Raymond James
• Provide support on Alternative Investment subscription documents
• Collaborate with trading and billing teams to ensure accounts are set up properly and timely
• Identify efficiency opportunities

Minimum Education:

• College degree

Skills and Experience:

• Self-starter and motivated to learn
• Proficient in Windows programs
• Team player
• Strong written and verbal communication skills
• Familiarity with Salesforce preferred
• Knowledge of custodial platforms (not required)
• Industry licensing (not required)

Firm Requirements:

• 4+ years relevant financial industry experience
• Ability to maintain client confidentiality
• Ensure compliance with firm policies and procedures
• Attention to detail
• Ability to prioritize and multitask
• Strong interpersonal and organizational skills
• Creative, flexible, and persistent

Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and maintains a Drug-Free Workplace.

Note: Background check required for all employees.