About this role
Relationship Manager at Apollon Wealth Management. Location: Columbus, Ohio, United States. Role: attending meetings, creating tasks, managing accounts Requirements: 3+ years industry experience; knowledge of custodial platforms; familiarity with Salesforce preferred; strong communication, organization, multitasking, confidentiality, and proficiency with financial software. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce Certifications: industry licensing Commitment: Full Time Workplace: Onsite Languages: English