108 Jobs in Atlanta, GA
Compound is Hiring a Client Service Associate Near Atlanta, GA
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
- 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.
$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.
Job Summary
Full Time
$55k-71k (estimate)
05/20/2024
06/15/2024
xkey.com
Ca
<25
Related Companies
The job skills required for Client Service Associate include Client Service, Planning, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
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