Wealth Relationship Manager: Client & Advisor Support

Apollon Wealth Management, LLC; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

Apollon Wealth Management, LLC in Columbus, Ohio is seeking a Relationship Manager to enhance wealth management services for clients. The role involves close collaboration with financial advisors and clients, ensuring financial needs are met through exceptional support.

Ideal candidates will have a minimum of three years of experience in the industry, familiarity with Salesforce, and knowledge of custodial platforms. A focus on client confidentiality and maintaining regulatory compliance is essential.

Qualifications

• 3+ years of recent industry experience required.
• Familiarity with Salesforce is preferred.
• Knowledge of custodial platforms is required.

Responsibilities

• Attend client meetings and provide support to advisors.
• Create follow-up tasks based on client interactions.
• Collaborate with advisors to manage client investment portfolios.
• Track and report the status of outstanding tasks.
• Manage client accounts from opening to servicing.
• Conform to regulatory requirements and internal compliance.
• Provide a seamless and exceptional client experience.

Skills

Interpersonal skills

Communication skills

Organizational skills

Multitasking abilities

Proficiency in financial software

Tools

Salesforce

Custodial platforms

Job description

Apollon Wealth Management, LLC in Columbus, Ohio is seeking a Relationship Manager to enhance wealth management services for clients. The role involves close collaboration with financial advisors and clients, ensuring financial needs are met through exceptional support.

Ideal candidates will have a minimum of three years of experience in the industry, familiarity with Salesforce, and knowledge of custodial platforms. A focus on client confidentiality and maintaining regulatory compliance is essential.