Client Service Associate

Reports to: Client Service Manager

Status: Exempt

Hours: 20-32 Hours/Week (Your Preference)

Apollon Wealth Management is 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. This position offers flexibility, with options for part-time (20 hours per week) or full-time (32 hours per week) schedules.

Duties

Client Communication & Support

Answer office phone calls during business hours and communicate with clients via email.
Assist financial advisors and clients through Salesforce tasking, including:
Opening new accounts
Processing money movement requests
Submitting account transfers
Updating address changes
Handling client distributions and RMDs
Processing client contributions and deposits
Managing general service requests
Facilitating insurance and annuity service requests

Investment & Operational Support

Work closely with custodial firms, including Schwab and PKS.
Provide support on alternative investment subscription documents.
Collaborate with the trading and billing team to ensure proper and timely account setup.
Identify opportunities to improve efficiency.

Office Administration

Open, sort, and scan incoming physical mail as needed.
Assist advisors with client review preparation, including:
Creating meeting agendas
Compiling notes and digital files from prior meetings
Ensuring online accounts are accurate and up to date

Minimum Education

No formal degree required; relevant experience will be considered.

Skills & Experience

Self-starter with a strong motivation to learn
Proficiency in Windows suite of programs
Team-oriented mindset
Strong verbal and written communication skills with clients
Familiarity with Salesforce preferred
Knowledge of custodial platforms (not required)
Industry licensing (not required)

Firm Requirements

2+ years of relevant financial industry experience
Must maintain client confidentiality
Ability to ensure compliance with firm policies and procedures
Strong attention to detail and organizational skills
Ability to prioritize and multitask effectively
Strong interpersonal and documentation skills
Creative, flexible, and persistent in completing tasks

Apollon Wealth Management is an Equal Opportunity Employer (M/F/V/D) and a Drug-Free Workplace.

Apollon Wealth Management, LLC

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Client Service Associate