Apollon Wealth Management
Location
Downers Grove, IL | United States
Job description
Relationship Manager
Reports to: Director of Practice Management
Status : Exempt
Apollon Wealth Management is looking for a driven Relationship Manager to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization.
Responsibilities:
- Efficiently handle incoming calls and manage scheduling for financial advisors, ensuring smooth communication and appointment coordination
- Maintain and input tasks for multiple financial advisors and provide regular reports on task status
- Manage various office-related tasks
- Greet clients and prospects, ensuring a positive initial impression
- Plan and support client events and seminars
- Aid in handling LPL Financial and Schwab service requests and client service calls, delivering prompt and efficient assistance to clients
- Depositing securities and client checks that are received in office
- Running client review investment reports and financial planning summaries
- Handling of insurance application process and follow through
- Maintaining and updating information in Apollon CRM
- Identify efficiency opportunities
Minimum Education:
• Bachelors Degree preferred
Skills and Experience:
- 3+ years re cent industry experience (Required)
- Self-starter and motivated to learn
- Familiar and competent in the Windows suite of programs
- Embraces working on a team
- Strong communication with clients both verbally and written
- Familiarity with Salesforce preferred
- Knowledge of custodial platforms (Required)
- Industry licensing (Not Required)
Job tags
Salary
