Remote Wealth Relationship Manager for Clients

Apollon Wealth Management; United States; Remoto; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Apollon Wealth Management is seeking a Relationship Manager to support advisors and clients in delivering comprehensive wealth management services. You will attend meetings, gather information, and help implement planning actions, while ensuring regulatory compliance and high-quality client service.

The role requires at least 3+ years of relevant experience, proficiency with Salesforce and Wealthscape, and strong interpersonal and organizational skills to manage client accounts from onboarding

Competenze

• 3+ years recent industry experience (required).
• Familiarity with Salesforce preferred.
• Knowledge of Fidelity custodial platform/Wealthscape (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.

Mansioni

• Attend client meetings and provide support to advisors by gathering information and facilitating interactions.
• Create follow-up tasks from client meetings and inquiries for completion by RM or back office.
• Collaborate with advisors to execute trading orders and manage client portfolios.
• Meticulously track and report status of outstanding tasks to advisors.
• Manage client accounts from initial opening to ongoing servicing, including document gathering and account setups.
• Gather, organize, and clarify client information to support financial planning analyses.
• Conduct client outreach to assist with implementation of advisor recommendations.
• Ensure all activities conform to regulatory requirements and internal compliance standards.
• Collaborate with advisors, back office, and team to provide a seamless experience.
• Coordinate client follow-up to support timely implementation of financial planning recommendations.

Conoscenze

Interpersonal skills

Communication

Organizational skills

Confidentiality

Strumenti

Salesforce

Wealthscape

Fidelity custodial platform

Descrizione del lavoro

Apollon Wealth Management is seeking a Relationship Manager to support advisors and clients in delivering comprehensive wealth management services. You will attend meetings, gather information, and help implement planning actions, while ensuring regulatory compliance and high-quality client service.

The role requires at least 3+ years of relevant experience, proficiency with Salesforce and Wealthscape, and strong interpersonal and organizational skills to manage client accounts from onboarding