What are the responsibilities and job description for the Client Relationship Specialist position at Apella Wealth?
Client Relationship Specialist
About Apella Wealth
Apella Wealth (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets. This role is based in our Bellevue, WA office.
Apella is headquartered in CT with offices across the country. 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.
Key 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 process
- Process account paperwork on and maintain related files
- Support Advisors’ calendars, proactively contact clients to schedule review meetings
- Respond to client requests for service and process those requests
- Answer telephone, relay messages, and greet clients, acknowledge/celebrate client milestones
- Establish and maintain organized department files and records
- Plan and/or attend meetings as requested by the Advisors
- Assist with projects as needed
- Provide office administrative support as needed
- Perform other duties as assigned
Requirements:
- 3-5 years finance or investment industry experience
- Bachelor’s Degree required
- Knowledge of investment products and custodial accounts
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); Internet and CRM software
- Excellent written and oral communication skills; strong listening skills; professional demeanor
- Strong organizational, prioritization and project management skills
- Ability to multi-task and manage time effectively in a fast-paced environment
- Ability to work independently and as part of a team, with a great deal of initiative
- Ability to learn and adapt quickly to multiple technology platforms