Outside Sales Specialist, Dealer
Global Lending Services LLC
Client Service Associate
Apollon Wealth Management, LLC
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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
Requirements
- Minimum Education: College degree
- 4+ Years of relevant financial industry experience
- Self-starter and motivated to learn
- Familiar and competent in the Windows suite of programs
- Embraces working on a team
- Strong written and verbal communication
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (not required)
- Familiarity with Schwab and Pershing (required)
- Industry licensing (not required)
- Must maintain client confidentiality
- Ability to ensure compliance of firm’s policies and procedures
- Attention to detail
- Ability to prioritize and multitask
- Strong interpersonal skills
- Strong organizational and documentation skills
- Creative, flexible, and persistent in completing tasks
- Background check required for all employees
