Select Customer Relationship Manager jobs in Summerville, SC

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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