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    Client Service Associate - Charleston, United States - Apollon Wealth Management, LLC

    Apollon Wealth Management, LLC
    Apollon Wealth Management, LLC Charleston, United States

    3 weeks ago

    Default job background
    Description
    Client Service Associate
    Reports to: Client Service Manager
    Status: Exempt
    We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and 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 and executing at the custodian, which includes:
      • Opening new accounts
      • Money movement requests
      • Account transfer submissions
      • Address changes
      • Client distributions and RMDs
      • Client contributions and deposits
      • General service requests
    • Work closely with custodial firms including Fidelity, Pershing, Schwab and Raymond James
    • Coordinate with different internal groups to ensure smooth functioning of various processes
    • Document and track tasks to completion
    • Ensure compliance protocols are followed meticulously
    • Help document the departments processes and procedures
    • Identify efficiency opportunities
    Minimum Education:
    • College degree
    Skills and Experience:
    • 3+ years recent financial services industry experience required
    • Self-starter and motivated to learn
    • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat
    • Embraces working on a team
    • Strong communication with clients both verbally and written
    • Familiarity with Salesforce preferred
    • Experience servicing and opening accounts on a custodial platform required
    • Industry licensing (not required)
    • Skilled in multi-tasking, follow-up, and managing priorities effectively
    • Strong analytical, problem solving, and organizational skills
    Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace
    Background check required for all employees
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