Copper Leaf Financial · 1 month ago
Client Services Associate
Williston, VT
Full-time
Hybrid
New Grad, Entry Level
$55K/yr - $65K/yrCopper Leaf Financial LLC is an innovative wealth management firm seeking an upbeat team member to join their Client Services team. The role involves providing comprehensive support to clients and Wealth Advisors, ensuring client satisfaction through direct communication and administrative support.
Financial ServicesFunding PlatformRetirement
Responsibilities
Provide onboarding and service support for clients
Prepare, process and track account opening and change paperwork, account submission and follow-up, and client account updates
Responsible for client check depositing and log maintenance
Provide general administrative support such as managing logistics for meetings and emails
Oversee the maintenance and organization of client files
Process meeting notes into CRM
Answer calls that come into the main line as well as triaging calls appropriately
Frontline connection between clients and advisory staff, build relationships with clients, introduce and maintain technology such as the Client Portal
Attend client meetings to support wealth advisors
Receive and process all client documents
Support communications with our related tax firm regarding mutual client matters
Qualification
Required
Upbeat team member that is people and detail driven
Provide onboarding and service support for clients
Prepare, process and track account opening and change paperwork, account submission and follow-up, and client account updates
Responsible for client check depositing and log maintenance
Provide general administrative support such as managing logistics for meetings and emails
Oversee the maintenance and organization of client files
Process meeting notes into CRM
Answer calls that come into the main line as well as triaging calls appropriately
Build relationships with clients, introduce and maintain technology such as the Client Portal
Attend client meetings to support wealth advisors
Receive and process all client documents
Support communications with our related tax firm regarding mutual client matters
Optimistic, can-do attitude
Strong attention to detail while also being client service oriented
Must have strong organizational and prioritization skills
Problem solving skills to determine the most efficient method of problem resolution while complying with regulatory procedures
Preferred
Experience within the financial services industry
Encouraged to pass the Series 65 Exam within 6 -12 months of start date
Benefits
This position is bonus eligible.
Company
Copper Leaf Financial
Copper Leaf Financial offers financial planning, 401(k) retirement planning, tax analysis, investment planning, and implementation services.
Founded in 1990
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase