Client Services Associate

Copper Leaf Financial LLC is looking to add an upbeat team member that is people and detail driven, to join our innovative wealth management firm. This position will provide full support to our Clients and Wealth Advisors, ensuring client satisfaction through direct contact with clients, and other team members.

This is a hybrid position, requiring three days/week to be based out of our Williston, VT office.

Responsibilities include:             

• Account Administration: Provide onboarding and service support for clients. Prepare, process and track account opening and change paperwork, account submission and follow-up, and client account updates. Responsible for client check depositing and log maintenance.
• Administrative Support: Provide general administrative support such as managing logistics for meetings and emails. Oversee the maintenance and organization of client files. Process meeting notes into CRM.
• Communication: Answer calls that come into the main line as well as triaging calls appropriately.
• Client Service: Frontline connection between clients and advisory staff, build relationships with clients, introduce and maintain technology such as the Client Portal. Attend client meetings to support wealth advisors. Receive and process all client documents.
• Coordination between Copper Leaf Financial, LLC and Davis & Hodgdon Associates: Support communications with our related tax firm regarding mutual client matters.

BACKGROUND

• This position encourages the individual to pass the Series 65 Exam within 6 -12 months of start date. Resources and accommodation to help in passing this exam will be provided.
• Optimistic, can-do attitude.
• Strong attention to detail while also being client service oriented.
• Must have strong organizational and prioritization skills.
• Problem solving skills to determine the most efficient method of problem resolution while complying with regulatory procedures.
• Experience within the financial services industry is preferred.

SALARY RANGE:

The base salary range for this position is $55,000 to $65,000. This position is bonus eligible. Official offer will depend on factors such as experience, education and skills deemed transferable to this position and Firm.

Interested candidates are to send a cover letter and resume to [email protected]. We appreciate all interest in this position, only candidates closely aligned with this search will be contacted.

Copper Leaf Financial, LLC does not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit fact.