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Client Service Associate
Location:
Denver, CO
Description:
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. 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 Powered by JazzHR
Company:
Apollon Wealth Management
Posted:
March 27 on The Resumator
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More About this Listing: Client Service Associate
Client Service Associate is a Jobs Client Administrator Job at Apollon Wealth Management located in Denver CO. Find other listings like Client Service Associate by searching Oodle for Jobs Client Administrator Jobs.
Client Service Associate is a Jobs Client Administrator Job at Apollon Wealth Management located in Denver CO. Find other listings like Client Service Associate by searching Oodle for Jobs Client Administrator Jobs.