Apollon Wealth Management
Remote Relationship Manager, Wealth & Client Experience
Apollon Wealth Management, Portland, Maine, us, 04122
A leading wealth management firm is seeking a Relationship Manager to elevate client experiences and support Financial Advisors. Responsibilities include managing new client onboarding, scheduling meetings, and executing strategic communications. Candidates should have a minimum of five years in financial services or similar fields, with strong communication and project management skills. This primarily remote role requires occasional in-office work in Maine. Technical proficiency with Salesforce and CRM software is preferred.
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