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Client Service Associate
Client Service AssociateApollon Wealth Management • Mount Pleasant, SC, US
Client Service Associate

Client Service Associate

Apollon Wealth Management • Mount Pleasant, SC, US
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  • [job_card.full_time]
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Job Description

Job Description
Client Service Associate
Reports to: SVP of Custodial Operations
Status: Exempt
Hybrid

We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.

Duties:

Core Operational Support
  • Provide back-office investment operations support to advisors and clients through Salesforce tasking and custodian execution, including:
    • New account openings
    • Money movement requests
    • Account transfers (ACATs and non-ACATs)
    • Address changes and account updates
    • Client distributions and RMDs
    • Contributions and deposits
    • General account service requests
  • Assist in the onboarding of accounts as part of advisor and client Transitions to ensure a smooth, accurate, and timely onboarding experience.
  • Document, track, and complete all assigned tasks with accuracy and attention to detail.
  • Ensure all activities adhere to regulatory and firm compliance standards.

Custodian & Internal Coordination
  • Work closely with custodial partners such as Fidelity, Pershing, Schwab, and Raymond James.
  • Coordinate with internal teams to ensure timely and seamless processing across departments.
  • Research and resolve account-related issues by collaborating with custodians, carriers, and internal stakeholders.

Brokerage & Direct-Held Support
  • Deliver comprehensive servicing for complex advisory and brokerage (commission-based) relationships.
  • Support the administration and ongoing maintenance of brokerage accounts, ensuring compliance with FINRA and custodian regulations.
  • Assist advisors with brokerage-specific forms, disclosures, and documentation, ensuring accuracy and timely submission.
  • Maintain strong knowledge of direct-held business, including carrier requirements, processes, and documentation.

Complex Case Management & Escalations
  • Apply critical thinking and problem-solving skills to resolve complex client inquiries and service issues.
  • Manage client and custodian escalations, providing timely and satisfactory resolutions that enhance the client experience.
  • Oversee complex account openings, ensuring full compliance with regulatory requirements and firm policies.

Process Improvement & Documentation
  • Help document, update, and maintain departmental processes and procedures.
  • Identify opportunities to improve efficiency and streamline workflows.
  • Demonstrate advanced proficiency in brokerage and investment operations to support ongoing refinement of best practices.

Minimum Education:
  • College degree

Skills and Experience:
  • 3+ years recent financial services industry experience required
  • Self-starter and motivated to learn
  • Familiar and competent in the Windows suite of programs, along with Adobe Acrobat
  • Embraces working on a team
  • Strong communication with clients both verbally and written
  • Familiarity with Salesforce preferred
  • Experience servicing and opening accounts on a custodial platform required
  • Industry licensing (not required)
  • Skilled in multi-tasking, follow-up, and managing priorities effectively
  • Strong analytical, problem solving, and organizational skills

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Client Service Associate • Mount Pleasant, SC, US

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