Wealth Client Relations Specialist - Back-Office & Service
Apollon Wealth Management, LLC
Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management services. The role entails assisting with client accounts, handling inquiries, and documenting tasks, while ensuring compliance with regulatory requirements. The ideal candidate will have 3+ years of industry experience and familiarity with Salesforce and the Fidelity custodial platform. Strong interpersonal and organizational skills are essential for success in this role, contributing to a seamless client experience. #J-18808-Ljbffr
Vacancy posted 1 day ago
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