Compound is hiring a
Client Service Associate in United States

Summary

The job is a client support role at Compound Planning, a high growth digital family office. The employee will work directly with financial advisors to support their efforts with clients in growing their client base by performing operational tasks and completing follow-ups. The role involves onboarding new clients, facilitating account transfers, ensuring proactive quarterly check-ins, responding to client inquiries, preparing for meetings, and giving feedback to cross-functional teams.

Requirements

• Enjoy client services and create meaningful relationships with clients
• A self-solving mindset, meaning that you work through problems to find a solution on your own first using prior experience, resources, and context before asking for direction up-front
• Ability to act thoughtfully with teams across the company to articulate any recommendations
• Impeccable follow-through, for clients, your Advisor, and cross-functional teams
• Outgoing personality and ability to adjust communication style based on a prospects/clients needs and attitude

Responsibilities

• Support the onboarding process for new clients by working with clients to ensure their dashboard accurately collects all relevant personal and financial information
• If the client is consolidating accounts under Compound, facilitate the collection of necessary statements/documents to transfer accounts to Schwab
• Track the transfer process to ensure the cost basis is transferred over accurately and efficiently
• Work with the operations team to facilitate the transfer process and track the status of each account transfer
• Ensure that a proactive quarterly check-in is completed for all clients
• Frequently review the last time an advisor met or communicated with a client to oversee consistent reachout efforts
• Proactively take responsibility for client requests by asking for help and anticipating what their next questions or needs might be
• Respond to all client inquiries about the Dashboard in Intercom, client support inbox, client team inbox, internal issues reported, and feedback forms submitted from clients
• Support in preparation and follow-up for client and prospective client meetings
• When a prospect wants to move forward, ensure assets are transferred over appropriately, adding ops tasks for Docusign paperwork, requesting documents/personal information
• Track the trading process and any long-term implementation strategies
• Coordinate with investment ops team to implement the asset allocation recommendations
• Give feedback to cross-functional teams, including product, investment, and tax, to provide an even more up-leveled, consistent, streamlined experience for our clients

Benefits

• Compensation: $55,000-$65,000 salary
• Equity compensation
• Health insurance benefits
• 401k