Wealth Client Experience Manager

Apollon Wealth Management; Town of Mount Pleasant (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Apollon Wealth Management is seeking a Relationship Manager to deliver premier wealth management services to clients and financial advisors. You will collaborate with our advisory team to understand goals, gather information, and ensure needs are met throughout the planning process.

In this role you will attend meetings, support advisors, manage client accounts from opening to servicing, coordinate documentation, and help implement planning recommendations while upholding compliance and

Qualifications

• 3+ years recent industry experience (required).
• Familiarity with Salesforce preferred.
• Knowledge of Fidelity Wealthscape (required).
• Excellent interpersonal and communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in financial software and tools.
• Dedication to maintaining client confidentiality and trust.

Responsibilities

• Attend client meetings and provide support to advisors by gathering information and facilitating smooth interactions.
• Create follow-up tasks based on client meetings and inquiries, ensuring prompt completion by the RM or back office.
• Collaborate with advisors to execute trading orders and effectively manage client portfolios.
• Meticulously track and report the status of outstanding tasks, providing up-to-date information to advisors.
• Manage client accounts from opening to ongoing servicing, including document gathering, account setups, and client support.
• Gather, organize, and clarify client information to support financial planning analyses and projections.
• Conduct client outreach to assist with implementation of advisor recommendations and planning actions.
• Ensure activities conform to regulatory requirements and internal compliance standards.

Skills

Salesforce

Wealthscape

Fidelity custodial

Financial software

Job description

Apollon Wealth Management is seeking a Relationship Manager to deliver premier wealth management services to clients and financial advisors. You will collaborate with our advisory team to understand goals, gather information, and ensure needs are met throughout the planning process.

In this role you will attend meetings, support advisors, manage client accounts from opening to servicing, coordinate documentation, and help implement planning recommendations while upholding compliance and