Relationship Manager

Apollon Wealth Management; Columbus (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Apollon Wealth Management in Columbus, Ohio is looking for a Relationship Manager to deliver top-notch wealth management services. This role involves supporting financial advisors, managing client accounts, and ensuring compliance with regulatory standards.

The ideal candidate should have over 3 years of industry experience, familiarity with Salesforce, and excellent interpersonal skills to maintain client trust and confidentiality.

Qualifications

• 3+ years of recent industry experience.
• Familiar with Salesforce and custodial platforms.
• Excellent communication and organizational skills.

Responsibilities

• Attend client meetings and support advisors.
• Create follow-up tasks and ensure their completion.
• Collaborate with advisors on trading orders.
• Track and report status of outstanding tasks.
• Manage client accounts from opening to servicing.
• Ensure compliance with regulatory requirements.

Skills

Interpersonal skills

Organizational skills

Multitasking abilities

Proficiency in financial software

Tools

Salesforce

Custodial platforms

Job description

Relationship Manager

Reports to: Wealth Management Advisor

Status: Exempt

As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations:

Responsibilities:

• Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
• Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
• Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
• Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
• Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
• Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
• Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience

Skills and Experience:

• 3+ years recent industry experience (required)
• Familiarity with Salesforce preferred
• Knowledge of custodial platforms (required)
• Industry licensing (not required)
• Excellent interpersonal and communication skills
• Strong organizational and multitasking abilities
• Proficiency in financial software and tools
• Dedication to maintaining client confidentiality and trust