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Compound · 4 days ago

Wealth Management Associate

United States

Full-time

Remote

New Grad, Entry Level

Compound Planning is an investment advisory firm dedicated to providing exceptional service to clients. The Wealth Management Associate will serve as the primary point of contact for clients, assisting with inquiries, account management, and ensuring a seamless client experience.

AdviceAsset ManagementFinancial ServicesTax ConsultingWealth Management

Responsibilities

Serve as the primary point of contact for clients, addressing inquiries related to accounts, investment products, and services

Provide timely and accurate information regarding account balances, transactions, and investment performance

Assist clients with account openings, changes, and transactions, ensuring compliance with regulatory requirements

Resolve client issues efficiently and effectively, escalating to management when necessary

Maintain up-to-date knowledge of company services, investment products, and market trends to provide informed support

Collaborate with the advisory team to ensure client needs are met and concerns are addressed

Process and document client requests and feedback in our CRM system

Assist in onboarding new clients, guiding them through initial paperwork and setup

Conduct follow-up communications to ensure client satisfaction and retention

Participate in team meetings and training sessions to enhance product knowledge and service skills

Qualification

Customer service experienceMicrosoft Office SuiteCRM softwareInvestment products knowledgeInterpersonal skillsProblem-solving abilitiesBachelor’s degreeSeries 7 licenseSeries 63 licenseAttention to detailCommunication skillsTime management