Client Relationship Specialist

Apella Capital (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an experienced client service professional who has a passion for assisting clients. This role is based in our Bellevue, WA office and will support clients in this location, as well. Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, GA, CA, OR, PA, VA, and WA. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments. We are looking for a self-starting problem solver, with a strong sense of client service, who can think critically and wants to be part of our team. Responsibilities:Provide a high level of service to our firm's clients at the direction of a team of Financial Advisors and Planners Provide administrative support during the financial planning processProcess account paperwork and maintain related filesContact clients to schedule review meetingsRespond to client requests for service and process those requestsAnswer telephone, relay messages, and greet clients.Establish and maintain organized department files and recordsPlan andor attend meetings as requested by the AdvisorsAssist with projects as neededPerform other duties as assigned.Requirements:3-5 years finance or investment industry experienceBachelor's Degree preferredKnowledge of investment products and custodial accountsProficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); Internet and CRM softwareExcellent written and oral communication skills; strong listening skills; professional demeanorStrong organizational, prioritization and project management skillsAbility to multi-task and manage time effectively in a fast-paced environment Ability to work independently and as part of a teamAbility to learn and adapt quickly to multiple technology platformsApella Capital, LLC an affiliate of Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Capital offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.

Created: 2025-02-21