Company

CompoundSee more

addressAddressOregon, United States
type Form of workFull-time
salary Salary$55,000 - $65,000 a year
CategoryRetail

Job description

About us:

Compound Planning, with over $1B AUM added since 2022, is a high growth digital family office for entrepreneurs, professionals, and retirees. We’re a team of seasoned financial advisors, technologists, tax professionals, and operators delivering a magical experience to clients powered by our world class team, holistic approach, and proprietary digital platform.

Role overview:

In this role, you’ll work directly with financial advisors to support their efforts with clients in growing their client base. You’ll be responsible for operational tasks and completing follow-ups, working to ensure our clients are well-served.

What You’ll Do:

  • 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 you’ll:

      • 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

  • Augment advisors’ capacity to strengthen and maintain relationships with existing clients by:

    • Ensuring that a proactive quarterly check-in is completed for all clients

    • Frequently reviewing 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.

    • Responding 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

    • In preparation for meetings:

      • Review each prospects dashboard before the initial consultation to ensure the data is reflected properly, review the equity and Flow tools to confirm they are working correctly

    • Following the meeting:

      • Add notes to Salesforce and input any tasks that resulted from the meeting

      • Coordinate with client to schedule next meeting

    • When a prospect wants to move forward:

      • Sending agreement

        • 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 by:

      • Triaging all Dashboard issues that arise and coordinating with case reporters

      • Escalate issues technical help, documenting updates, communicating to relevant stakeholders, and seeing it through to resolution

      • Cataloging client feedback for product leads so that ideas can be incorporated into the product roadmap

        • Elevating consistent/persistent issues that arise in the product so that solutions can be included on the product roadmap

About you:

  • 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.


Working at Compound

Compound's work culture is designed to help you maximize your effectiveness. Your job will be doing. We ruthlessly prioritize to protect your time and potential. You’ll work with exceptional teammates, who want to help you succeed.

$84 trillion dollars will be passed on to the next generation in the next couple of decades. The companies that earn their trust to manage that wealth will be immensely more successful than today’s largest financial institutions.

Compound Planning is proud to be an equal opportunity employer. We are committed to building a diverse and inclusive culture that celebrates authenticity. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.

Compensation:

$55,000-$65,000 salary, equity compensation, health insurance benefits, and 401k.

Please note: this is a fully remote role.

Benefits

Health insurance, 401(k)
Refer code: 8094849. Compound - The previous day - 2024-02-03 15:32

Compound

Oregon, United States
Jobs feed

Guest Experience Expert-Front Desk

Marriott

San Diego, CA

Field Specialist - Directional Drilling

Baker Hughes

Midland, TX

Electronics Workshop Technician - Inline Inspection

Baker Hughes

Houston, TX

Access Control

Chenega Corporation

Georgia, United States

$40.7K - $51.5K a year

TÉCNICO LABORATORISTA

Baker Hughes

Delaware, United States

Inside Sales Representative

Sonepar

Mission, TX

Mobile Testing Technician: $20/hr.

Sonepar

Shelbyville, IL

Digital Business Development Manager

Sonepar

San Antonio, TX

Interior Security Officer - Evenings

Gardaworld Security Services U.s.

Augusta, GA

$16.50 an hour

Project Sales Specialist

Sonepar

Eastlake, OH

Share jobs with friends

Senior Client Services First Notice of Loss Associate (Remote)

Selective Insurance Company Of America

$47,000 - $74,000 a year

Richmond, VA

16 hours ago - seen

Client Services Associate

Restoration Hardware

$18 - $28 an hour

Tampa, FL

a week ago - seen

Client Service Solutions, Hedge Fund Services, Northern Trust – Associate Specialist

Northern Trust

Unspecified

Chicago, IL

2 weeks ago - seen

Client Service Associate

Gemharvest

$80,000 - $95,000 a year

Chadds Ford, PA

2 weeks ago - seen

Operations Client Service Associate 2

State Street

Not disclosed

Sacramento, CA

2 weeks ago - seen

Associate Director, Health & Benefits, Client Service Team

Willis Towers Watson

Illinois, United States

3 weeks ago - seen

Client Service Associate

Escalon Services, Inc.

$61.8K - $78.3K a year

San Mateo, CA

3 weeks ago - seen

Advisor Services - Client Support Associate

Charles Schwab

Orlando, FL

3 weeks ago - seen

New Business/Client Services Associate

Fss Group

$40,000 a year

Grapevine, TX

3 weeks ago - seen

Senior Associate, Client Service

Bny Mellon

United, PA

3 weeks ago - seen

Client Services Associate

First Business Bank

$40.3K - $51K a year

Brookfield, WI

3 weeks ago - seen

Pershing Wealth Solutions - Associate, Client Service I

The Bank Of New York Mellon Corporation

$54.2K - $68.6K a year

Pittsburgh, PA

3 weeks ago - seen

Associate, Client Service

Bny Mellon

$54.6K - $69.2K a year

Pittsburgh, PA

3 weeks ago - seen

Client Service Associate

Compound

$55,000 - $65,000 a year

Massachusetts, United States

3 weeks ago - seen

Summer Associate, Client Service, 2024

Alphasights

$14,423 a month

San Francisco, CA

3 weeks ago - seen

Client Services Associate

El Education Inc

$43,000 - $59,400 a year

United States

3 weeks ago - seen

Client Service Associate

Biziq

$15 an hour

Remote

3 weeks ago - seen