Relationship Manager

Relationship ManagerReports to: Director of OperationsStatus: ExemptType: In-personAs a Relationship Manager at Apollon Financial, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations: Responsibilities:Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactionsCreate follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office teamCollaborate with advisors to execute trading orders and effectively manage client investment portfoliosMeticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requestsManage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client supportEnsure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactionsCollaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience Skills and Experience:3+ years recent industry experience (required)Familiarity with Salesforce preferredKnowledge of custodial platforms (required)Industry licensing (not required)Excellent interpersonal and communication skillsStrong organizational and multitasking abilitiesProficiency in financial software and toolsDedication to maintaining client confidentiality and trust

Created: 2024-11-01