Client Service Associate
Apollon Wealth Management
Denver, CO
Client Service Associate
Apollon Wealth Management
Denver, CO
- $21 to $33 Hourly
- Part-Time
Job Description
Duties:
Minimum Education:
Skills and Experience:
Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace
Background check required for all employees
Client Service Associate
Reports to: Director of Operations
Status: Exempt
Work Arrangement: Hybrid Role
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.
Reports to: Director of Operations
Status: Exempt
Work Arrangement: Hybrid Role
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:
- Serve as the point of contact for clients, responding promptly to inquiries via email and telephone during business hours, ensuring excellent customer service and satisfaction.
- 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 submission
- Address changes
- Client distributions and RMD’s
- Client contributions and deposit
- General service requests
- Insurance and annuity service requests
- Work closely with custodial firms including Schwab and PKS
- Handle office administrative tasks including but not limited to opening, sorting, and scanning physical mail as needed
- Assist advisors in preparing for client reviews by creating agendas, compiling notes and digital files from prior meetings, and ensuring that online accounts are accurate and up to date
- Coordinate with different internal groups to ensure smooth functioning of various processes
- Document and track tasks to completion
- Identify efficiency opportunities
Minimum Education:
- College degree
Skills and Experience:
- Self-starter and motivated to learn
- Familiar and competent in the Windows suite of programs
- Embraces working on a team
- Strong communication with clients both verbally and written
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (not required)
- Industry licensing (not required)
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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Address
Apollon Wealth Management
Denver, CO
80202
USA
Industry
Business
Posted date
Over a month ago
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