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Apollon Wealth Management
Client Relationship AssociateApollon Wealth Management • Century City, CA, US
Client Relationship Associate

Client Relationship Associate

Apollon Wealth Management • Century City, CA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Client Relationship Associate Reports to:

  • Sr.

Director of Staffing and Operations Status :

  • Exempt As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing.
  • This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in keeping operations organized, accurate, and efficient.
  • You will play a key role in supporting advisors with client service, account administration, meeting coordination, and day-to-day office operations while ensuring all client requests are handled with professionalism, urgency, and attention to detail. Responsibilities Serve as a primary point of contact for clients, providing exceptional service through phone, email, and in-person interactions.
  • Support advisors throughout the client relationship by preparing paperwork, gathering documentation, completing service requests, and ensuring timely follow-up on client needs.
  • Prepare, process, and track client account paperwork, including new account openings, transfers, beneficiary updates, money movement requests, maintenance requests, and other account servicing activities.
  • Coordinate client onboarding and ensure all required documentation is complete, accurate, and submitted in accordance with firm and custodian requirements.
  • Schedule client meetings, maintain advisor calendars, coordinate meeting logistics, and prepare materials needed for appointments.
  • Execute post-meeting follow-up by completing assigned action items, documenting meeting notes when appropriate, and ensuring outstanding tasks are completed.
  • Utilize Salesforce and other firm technology to accurately document client interactions, track tasks, maintain records, and ensure timely completion of requests.
  • Maintain a thorough understanding of Apollon's policies, procedures, and service standards while ensuring all work is completed in accordance with regulatory and compliance requirements.
  • Assist advisors with administrative responsibilities, allowing them to focus on delivering comprehensive financial advice and strengthening client relationships.
  • Answer incoming phone calls, direct inquiries appropriately, and provide prompt, professional responses to client and internal requests.
  • Maintain organized electronic and physical client files while protecting confidential client information.
  • Proactively identify opportunities to improve workflows, enhance efficiencies, and elevate the client experience.
  • Collaborate with advisors, relationship managers, and operational teams to provide a seamless, high-touch experience for every client.
  • Skills & Qualifications 3+ years of experience in wealth management, financial services, banking, or a related client service role (preferred).
  • Experience supporting financial advisors or relationship managers in an administrative or client service capacity.
  • Working knowledge of investment account types, account maintenance, and financial industry documentation (preferred).
  • Experience with Salesforce or other CRM platforms (preferred).
  • Familiarity with Fidelity and other custodial platforms (preferred).
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams (required).
  • Outstanding customer service skills with a genuine passion for creating exceptional client experiences.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with the ability to prioritize multiple tasks while maintaining accuracy and attention to detail.
  • Ability to work independently while also collaborating effectively within a team environment.
  • Demonstrated problem-solving skills and a proactive approach to identifying solutions.
  • High level of professionalism, discretion, and commitment to maintaining client confidentiality.
  • Ability to adapt to changing priorities and thrive in a fast-paced, service-oriented environment.
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Client Relationship Associate • Century City, CA, US

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