REMOTE! CLIENT SERVICE REP

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.

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.

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.

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.

As an Apella Client Relationship Specialist, you will serve as a primary point of contact for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients working in close, daily collaboration with one or more Apella Advisors. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs being supported by an Account Services Associate (ASA).

This is a rare opportunity to step into a well-supported, high-trust, client-facing role within a national, fee-only RIA. You will receive the opportunity to shape and build deep, meaningful relationships with HNW/UHNW clients as you support seasoned Apella Advisors and provide increasing leverage to their activities.

This role is based in our Gaithersburg, MD 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.

First, you will be charged with assisting experienced advisors as they lead client relationships and deliver holistic financial advisement across retirement planning, investments, tax planning, estate management, and insurance. In this high-leverage role, you will be tasked with providing support to the Apella Advisor(s) across all administrative and operational areas. As your experience and knowledge grow, client support work done by the Apella Advisor(s) will increasingly shift to you as you become more capable of providing capacity on the team.

The second area of focus is building the client relationship. As such, we seek individuals aligned with our culture and who look forward to working closely with a collaborative team led by seasoned CFP practitioners and client service leaders.

Serve as the frontline representative of the Apella Advisor team, fostering trusted client relationships and ensuring a seamless, positive experience

Liaise between clients, Apella Advisors, and custodians by communicating, monitoring, and escalating service requests to ensure efficient and accurate processing

Deliver a "white glove" client engagement experience including birthday/special event communications, organizing client events, sending holiday gifts and celebrating life milestones

Maintaining vigilance against potential fraud and cybersecurity breaches for the client and firm

Process account paperwork and maintain related client files

Support Advisors’ calendars, proactively contact clients to schedule review meetings

Respond to client requests for service and process those requests in a timely manner

Assist with designated projects including supporting ASA personnel duties on an as needed basis

A four-year degree in business, finance, economics or similarly relevant field preferred (not required)

3-5 years of experience working directly with clients & owning the client experience, preferably in a financial service environment

Knowledge of investment products and custodial accounts

Strong organizational, prioritization and project management skills

Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software

Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

A base salary range of $70K-$80K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and interact with HNW/UHNW clients on a daily basis.

Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs

Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution

401(k) retirement plan with company match to help you achieve your financial goals

Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed

Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options

16-week fully paid Parental Leave programs and adoption assistance support to help you start a family

Continuing education and certification fee reimbursement for professional development

Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more

The chance to help shape the future of a growing regional team and firm

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