Client Services Associate

Job Description

ABOUT APELLA

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Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

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Founded in 2014, we are growing rapidly with approximately $12B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

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Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

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We compete for talent.

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We owe it to our clients and our co-workers to find the right people for them and us. At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

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THE ROLE

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As an Apella Account Services Associate (ASA), you will serve in a key support role for advisory teams working daily in close collaboration with Client Relationship Specialists (CRSs), Financial Planning Associates (FPAs), and Apella Advisors who will be serving high net worth (HNW) and ultra-high net worth (UHNW) clients. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs providing administrative and operational support to assigned Apella Advisors.

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This is a rare opportunity to step into a well-supported, high-trust, administrative role within a national, fee-only RIA. You will receive the opportunity to support seasoned Apella Advisors and provide increasing leverage to their activities as you learn the financial advisory business from the inside and earn opportunities to work on challenging client management issues.

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You will be joining a team obsessed with client service – where good enough never is. You will be expected to identify and take charge of opportunities to improve team operations and efficiency from Day 1. This will be a challenging administrative support role that can lead to significant opportunity and career growth within the firm. The right candidate for the ASA position will execute brilliantly, improve constantly, and have a relentless passion for identifying ways to raise the bar for themselves, their teammates, and the firm.

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Where you will work:

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This role is based in our Bellevue, WA office. We believe our best work happens through in-person collaboration, partnership, mentorship and relationship building with flexibility for remote work as needed at the discretion of team leadership.

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What you will be responsible for:

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• Providing daily administrative support to CRSs, FPAs, and Apella Advisors
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• Office management including ordering supplies, incoming mail, and delivery receipts
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• Preparations for onsite client visits and ensuring a “white glove” experience
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• Completing and processing account forms with accuracy within the deliverable timeframe
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• Scanning documents and logging receipt for compliance purposes
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• Assisting with Advisor expense filing and reimbursements
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• Processing cashiering requests with accuracy and within the service level timeframe
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• Monitoring Salesforce cases daily
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• Monitoring custodian alerts daily
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• Responding to client service requests as needed
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• Assisting with marketing & operations department projects on an as needed basis
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• Perform other duties as required by senior team members
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What qualifications we’re looking for:

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• A four-year degree in business, finance, economics or similarly relevant field preferred (not required)
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• 1-3 years of administrative experience working in financial services, engineering or technical fields
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• High initiative personality and superb judgment under pressure
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• Ability to navigate competing priorities while maintaining composure and focus
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• Exceptional critical thinking abilities and attention to detail
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• Excellent written and oral communication skills; strong listening skills; professional demeanor
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• Strong organizational, prioritization and project management skills
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• Ability to multi-task and manage time effectively in a fast-paced environment
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• Ability to work independently and as part of a team
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• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
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• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change
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WHAT WE OFFER

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A base salary range of $55K-$65K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and client service professionals on a daily basis.

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A comprehensive benefits package including:

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• Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
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• Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
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• 401(k) retirement plan with company match to help you achieve your financial goals
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• Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed
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• Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
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• 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
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• Continuing education and certification fee reimbursement for professional development
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• Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
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• Most importantly: The chance to help shape the future of a growing regional team and firm
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