The Role:- Controls our client experience
- Oversight of client onboarding process from start to finish including preparation of documentation establishing accounts; funding and getting client invested
- Proactive outreach to clients to share team services, including their digital experience
- Use CRM platform to document milestones in clients' lives
- Participate in projects and internal working groups to ensure the client's needs are represented in projects
- Ensure both clients and the team are protected by observing practice's compliance policies
- Support Advisors with operational tasks
What You'll Bring:- Ability to anticipate challenges and address them
- Ability to manage changing priorities in a day, and set expectations with others
- Strong interpersonal skills: relationship builder; curiosity about people and their behaviors
- Innate desire to be a problem solver
- Attention to detail
- Work experience in Financial Services desired, but not required
- FINRA Securities licenses desired, but not required
What We Offer: We care about finding great people, putting them in a role to accentuate their strengths, and charting a path together that supports your goals. By being flexible today and in the future, you don't need to feel locked into a fixed path or role.
We believe the foundation of a strong team is one in which each individual team member is permitted, encouraged, and supported to manage and develop their unique gifts and strengths. When combined with teammate's unique gifts and strengths, the ensemble team is formed. It is in this way that when the individual team members succeed, the team succeeds, the client succeeds, and the community at large succeeds. We do not view these as mutually exclusive.
We provide:
- Annual base salary of $85,000-$100,000 based on qualifications and experience
- Annual, written compensation plans, developed alongside you, that outline the steps for your career progression, and team goals and metrics so you understand how you get compensated and grow over time
- On-the-job training
- Resources for career development
- Support for continuous learning
- Mentorship
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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