Job Description: Wealth Management Client Associate
Work Location: In Office
Regular Schedule: Full-Time
Starting Compensation: $45,000-$65,000 with bonus opportunity
Reports to: Senior Wealth Management CA
FLSA Status: Non-Exempt
Date Updated: 3/13/2025
About Us: At Acorn Creek Capital, we set the bar high for exceptional client service with our “white glove service” approach. As a team of highly skilled professionals, we are deeply committed to integrity, excellence, and innovation in everything we do. We’re always looking for ways to grow and improve, with a focus on delivering results that exceed expectations. By staying proactive and forward-thinking, we not only understand our clients’ unique needs but anticipate them, ensuring we’re always a step ahead. Every interaction is guided by our core values of dedication, trust, and a relentless pursuit of excellence. The company is an Equal Opportunity employer and values diversity in its workforce.
Role Overview: To be successful in this position, you should be organized, have good people skills, and be able to handle tasks in a timely and efficient manner while streamlining office operations. You should be a self-starter, coachable, and a team player. Multitasking and prioritization skills are essential for this position.
Main Duties and Responsibilities:
- Ensure an exceptional client service experience for each client.
- Responsible for onboarding new clients.
- Responsible for account maintenance and money movements for existing clients.
- Administer a proactive service model for each client.
- Respond to all customer inquiries in a polite and timely manner.
- Identify what is needed by the client and how to manage their requests most appropriately.
- Develop a mastery of the technology our firm uses to be prepared to answer any question that a client may ask.
- Creatively solve problems on behalf of each client and teammate.
- Serve visitors by greeting, welcoming, and directing them appropriately.
- Notify the team of a client’s arrival and prepare in advance for the visit.
- Prepare conference room for meetings and handle cleanup.
- Direct communications by answering and transferring calls and emails.
- Schedule, update, and cancel meetings with clients and vendors.
- Manage the schedule and overall workflow for our team and clients.
- Receive and sort daily mail.
- Contribute to team effort by identifying projects needed and/or handling projects assigned by the team.
- Keep a safe and clean reception area by complying with procedures, rules, and regulations.
- Other duties as assigned
Qualifications/Skills/Elite Attributes:
- Positive, adaptable, and capable of managing a demanding workload.
- Attention to detail, high accuracy levels, and excellent organizational skills.
- Collaborative mindset with a focus on teamwork
- Strong multitasking and problem-solving abilities.
- Simplify and explain complex financial information.
- Outstanding communication skills.
- A commitment to confidentiality and integrity.
- Professional demeanor and appearance.
Preferred Experience:
- A University/College degree is preferredand/or two to four years related experience and/or training; or equivalent combination of education and experience
- Series 65 or 66 is preferred
- One year of Financial Industry experience preferred
- Experience in working with high-net-worth individuals is preferred
- Experience with Microsoft Office Suite is preferred
Benefits:
- Competitive salary and a positive work environment.
- Comprehensive benefits package including but not limited to: Paid Holidays, PTO, Sick Time, Medical, Dental/Vision, disability and life insurance, FSA/HSA, 401(k) with profit sharing,
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.