Wealth Ops Client Service Specialist

Apollon Wealth Management, LLC

A wealth management firm in Mount Pleasant is seeking a dedicated Client Service Associate to enhance client experiences through exceptional service. The role involves providing back-office support for investment operations, coordinating with custodial partners, and managing client inquiries. Ideal candidates should have over three years of experience in the financial services industry, strong analytical and communication skills, and proficiency with Salesforce and Microsoft tools. This position offers a hybrid work environment. #J-18808-Ljbffr

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Vacancy posted 5 days ago

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