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Mount Pleasant

    Client Service Associate - Mt. Pleasant, United States - Apollon Wealth Management

    Apollon Wealth Management
    Apollon Wealth Management Mt. Pleasant, 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:
  • 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
  • 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 department's 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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