Relationship Manager

Job Description

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 recent 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)
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