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Client Service Associate

Apollon Wealth Management
Mt. PleasantHybrid2mo ago
Employment
Full-time
Seniority
Junior

About the role

Client Service Associate Reports to: SVP of Custodial Operations Status : Exempt Hybrid  We are seeking a dedicated and proactive Client Service Associate to join our Client Service Operations Department and our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support.  Duties: Core Operational Support Provide back-office investment operations support to advisors and clients thro…

Read the full description on the original posting.

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