Apella Wealth · 10 hours ago
Client Relationship Specialist
Huntington Beach, CA
Full-time
Onsite
Mid Level
$60K/yr - $72K/yr
3+ years expApella Wealth is an established and fast-growing wealth management firm that is expanding to new markets. The Client Relationship Specialist plays an essential role in creating an exceptional, welcoming experience for both clients and advisors by providing high-level service and administrative support.
AdviceFinancial ServicesWealth Management
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
Perform other duties as assigned
Qualification
Required
3-5 years finance or investment industry experience
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
Preferred
Bachelor's Degree preferred
Benefits
Medical
Dental
Life Insurance
Short and Long Term Disability
401k
Vision
Medical and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance
Paid Time Off
Education Assistance
Company
Apella Wealth
At Apella, our focus is You.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Sweeny
Chief Executive Officer
Diana Bacon, CFP®
Senior Wealth Advisor and Partner
Recent News
2025-07-01
Company data provided by crunchbase