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Wealth Client Relations Specialist – Back-Office & Service

Job in Scranton, Lackawanna County, Pennsylvania, 18512, USA
Listing for: Apollon Wealth Management, LLC
Full Time position
Listed on 2026-06-06
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Apollon Wealth Management, LLC is seeking a Client Relationship Associate to provide vital support in wealth management services. The role entails assisting with client accounts, handling inquiries, and documenting tasks, while ensuring compliance with regulatory requirements. The ideal candidate will have 3+ years of industry experience and familiarity with Salesforce and the Fidelity custodial platform. Strong interpersonal and organizational skills are essential for success in this role, contributing to a seamless client experience.
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