Apollon Wealth Management, LLC

Client Services Representative

• Provide back-office investment operations support to 3 financial advisors via a Salesforce tasking process
• Open new accounts
• Process money movement requests
• Submit account transfer submissions
• Process address changes
• Handle client distributions and RMDs
• Process client contributions and deposits
• Handle general service requests
• Work closely with custodial firms including Pershing and Schwab
• Provide support on Alternative Investment subscription documents
• Work closely with the trading and billing team to ensure accounts are setup properly and timely
• Identify efficiency opportunities
• Report to Senior Director of Staffing and Operations
• Ensure exceptional client experiences by providing high-quality service and support

Client Service Associate