Wealth Management Client Experience Specialist

Apollon Wealth Management, LLC; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

A wealth management firm in the United States is seeking a proactive Client Service Associate to ensure exceptional client experiences by providing high-quality service and support. The role involves back-office operations support for financial advisors including account transfers, fund requests, and collaboration with custodial firms. Candidates should have 4+ years of financial industry experience and strong communication skills.

Qualifications

• 4+ years of relevant financial industry experience required.
• Strong interpersonal and organizational skills necessary.
• Ability to maintain client confidentiality.

Responsibilities

• Provide back-office support to financial advisors.
• Handle money movement requests and account transfers.
• Work closely with custodial firms and trading team.

Skills

Self-starter

Strong written and verbal communication

Team collaboration

Motivated to learn

Tools

Salesforce

Windows suite

Job description

A wealth management firm in the United States is seeking a proactive Client Service Associate to ensure exceptional client experiences by providing high-quality service and support. The role involves back-office operations support for financial advisors including account transfers, fund requests, and collaboration with custodial firms. Candidates should have 4+ years of financial industry experience and strong communication skills.