About this role
Client Service Associate at Apollon Wealth Management. Location: Mt. Pleasant, South Carolina, United States. Role: support operations, onboard accounts, coordinate custodians Requirements: 3+ years financial services experience; college degree; proficient in Windows and Adobe; Salesforce familiarity; strong communication; team oriented; multi-tasking; custodial platform experience. Category: Customer Service Seniority: Mid Level Tools: Salesforce, Windows, Adobe Acrobat Commitment: Full Time Workplace: Hybrid Languages: English