Client Experience & Operations Associate
Apollon Wealth Management, LLC
Apollon Wealth Management, LLC in Newtown, Pennsylvania, seeks a Client Relationship Associate to support our wealth management services. This pivotal role involves back-office support for investment operations, assisting with client accounts and ensuring a seamless experience for clients and advisors. Candidates should have at least 3 years of industry experience and be familiar with Salesforce and Fidelity custodial platforms. Strong communication and organizational skills are essential. #J-18808-Ljbffr Apollon Wealth Management, LLC
Vacancy posted 3 days ago
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