Client Service Associate

Client Service Associate

Reports to : Client Services Manager

Status : Exempt

We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.

Duties :

• Provide back-office investment operations support to financial advisors and their clients via a Salesforce tasking process which may include :
• Open new accounts
• Money movement requests
• Account transfer submissions
• Address changes
• Client distributions and RMD's
• Client contributions and deposits
• General service requests
• Work closely with custodial firms including Fidelity, Pershing, Schwab and Raymond James
• Provide support on Alternative Investment subscription documents
• Work closely with the trading and billing team to ensure accounts are setup properly and timely
• Identify efficiency opportunities

Minimum Education :

Skills and Experience :

Firm Requirements :

Apollon Wealth Management is an Equal Opportunity Employer M / F / V / D. Background check required for all employees.