Wealth Relationship Manager: Client & Advisor Support

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

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.