Apollon Wealth Management, LLC
Apollon Wealth Management, LLC is a fiduciary wealth management firm dedicated to providing personalized financial planning and investment advisory services. They work with clients to tailor unique wealth management plans based on individual goals, risk tolerance, and financial situation. Through collaboration with multiple leading custodians, Apollon aims to provide optimal investment solutions and exceptional client service, ensuring that each investor achieves both financial performance and peace of mind.
Risk Management Planning • Retirement Income Planning • Education Planning • Investment Planning • Tax Strategy Review
Client Service Associate
4 days ago
Apollon Wealth Management, LLC
Apollon Wealth Management, LLC is a fiduciary wealth management firm dedicated to providing personalized financial planning and investment advisory services. They work with clients to tailor unique wealth management plans based on individual goals, risk tolerance, and financial situation. Through collaboration with multiple leading custodians, Apollon aims to provide optimal investment solutions and exceptional client service, ensuring that each investor achieves both financial performance and peace of mind.
Risk Management Planning • Retirement Income Planning • Education Planning • Investment Planning • Tax Strategy Review
📋 Description
• 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 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 • Provide support on Alternative Investment subscription documents • Work closely with the trading and billing team to ensure accounts are setup properly and timely • Identify efficiency opportunities
🎯 Requirements
• 4+ Years of relevant financial industry experience. • Must maintain client confidentiality • Ability to ensure compliance of firm’s policies and procedures • Attention to detail • Ability to prioritize and multitask • Strong interpersonal skills • Strong organizational and documentation skills • Creative, flexible, and persistent in completing tasks
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