Compound jobs

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CLIENT SERVICE ASSOCIATE

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

CompanyCompound
AddressKansas, United States
CategoryRetail
Salary$55,000 - $65,000 a year
Job typeFull-time
Date Posted 3 weeks ago See detail

Client Service Associate

Compound

Kansas, United States

$55,000 - $65,000 a year

Support the onboarding process for new clients by:Working with clients to ensure their dashboard accurately collects all relevant personal and financial informationIf the client is consolidating accounts under Compound youll:Faci...

Trading Associate

Compound

New York, NY

From $90,000 a year

Reconcile daily the previous days trades for completeness and accuracy Daily reporting to locate and research actions that require trades (i.e., new cash, new assets, out-of-tolerance positions, cash raise requests, etc.) Monitor...

Growth Associate

Compound

Nevada, United States

From $80,000 a year

Create and manage targeting lists of qualified financial advisors In partnership with founders, define and execute strategy to maximize qualified meetings for recruiting team Support marketing operations in scaling end client enga...