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Relationship Manager
Location:
Mount Pleasant, SC
Description:
Relationship Manager Reports to: Director of Practice Management Status : Exempt Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization. Responsibilities: Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination Maintain and input tasks for multiple financial advisors and provide regular reports on task status Manage various office-related tasks Greet clients and prospects, ensuring a positive initial impression Plan and support client events and seminars Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients Depositing securities and client checks that are received in office Running client review investment reports and financial planning summaries Handling of insurance application process and follow through Maintaining and updating information in Apollon CRM Identify efficiency opportunities Minimum Education: • Bachelors Degree preferred Skills and Experience: 3+ years re cent industry experience (Required) 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 (Required) Industry licensing (Not Required) Powered by JazzHR
Company:
Apollon Wealth Management
Posted:
March 19 on The Resumator
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More About this Listing: Relationship Manager
Relationship Manager is a Sales Relationship Manager Job at Apollon Wealth Management located in Mount Pleasant SC. Find other listings like Relationship Manager by searching Oodle for Sales Relationship Manager Jobs.
Relationship Manager is a Sales Relationship Manager Job at Apollon Wealth Management located in Mount Pleasant SC. Find other listings like Relationship Manager by searching Oodle for Sales Relationship Manager Jobs.