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Client Relationship Specialist

Client Relationship Specialist

Apella WealthHuntington Beach, CA, US
22 days ago
Job description

Apella Capital (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an experienced client service professional who has a passion for assisting clients. This role is based in our Huntington Beach, CA office.

Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, GA, CA, OR, PA, VA, and WA. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.

We are looking for a self-starting problem solver, with a strong sense of client service, who can think critically and wants to be part of our team.

Responsibilities :

  • Provide a high level of service to our firm’s clients at the direction of a team of Financial Advisors and Planners
  • Provide administrative support during the financial planning process
  • Process account paperwork and maintain related files
  • Contact clients to schedule review meetings
  • Respond to client requests forservice and process those requests
  • Answer telephone, relay messages, and greet clients.
  • Establish and maintain organized department files and records
  • Plan and / or attend meetings as requested by the Advisors
  • Assist with projects as needed
  • Perform other duties as assigned.

Requirements :

  • 3-5 years finance or investment industry experience preferred
  • Bachelor’s Degree preferred
  • Knowledge of investment products and custodial accounts
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); Internet and CRM software
  • Excellent written and oral communication skills; strong listening skills; professional demeanor
  • Strong organizational, prioritization and project management skills
  • Ability to multi-task and manage time effectively in a fast-paced environment
  • Ability to work independently and as part of a team
  • Ability to learn and adapt quickly to multiple technology platforms

    • Apella Capital, LLC an affiliate of Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Capital offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.