Client Services Associate - Remote

Overview

As a Client Services Associate at Compound Planning, you will work directly with financial advisors to support their efforts in growing their client base and ensuring clients are well-served.

In Short

• Support onboarding process for new clients.
• Facilitate account transfers and track processes.
• Maintain relationships with existing clients through proactive check-ins.
• Respond to client inquiries and support requests.
• Prepare for and follow up on client meetings.
• Coordinate with investment operations for asset allocation.
• Provide feedback to cross-functional teams for product improvement.
• Document and escalate technical issues as needed.
• Ensure a streamlined experience for clients.
• Work collaboratively with advisors and internal teams.

Requirements

• Enjoy client services and relationship building.
• Self-solving mindset with problem-solving skills.
• Ability to communicate effectively across teams.
• Impeccable follow-through on tasks and responsibilities.
• Outgoing personality with adaptable communication style.

Benefits

• Equity compensation.
• Health insurance benefits.
• 401k plan.
• Fully remote work environment.
• Supportive work culture focused on effectiveness.