Filled! — Chicory Wealth Seeking Fully Remote Client Service Associate October 3, 2024
Client Service Associate Chicory Wealth is a fee-only private wealth advisor practice with the aim of helping our clients "integrate money and meaning." We provide financial life planning and socially conscious investing to individuals and nonprofit organizations across the country.
The Client Service Associate is an integral member of the client service team and works in support of Financial Advisors. Providing an exceptional client experience is central to the mission at Chicory Wealth.
Duties and Responsibilities Track all open requests closely, with an intense attention to detailEnsure every activity and event related to clients are promptly logged into Practifi, our CRMWork with clients, advisors, and our financial custodians to ensure nothing falls through the cracksBe gentle and clear in communications with clients on things like account opening status, requests for money, or other informational updatesKeep client files organized and updated so that documents are easy to find and that we are legally compliantProcess account paperwork quickly and accurately with as little disruption to the client experience as possibleOur CSAs work as a group, so we're looking for a true team player. You should be willing to help out, answer questions, and cover for the team when neededQualifications Good written and verbal communication is important in this role – you will engage with clients and team members dailyStrong problem-solving skillsAbility to prioritize tasks and requests in a high-volume environmentExtremely detail and deadline-orientedFriendly, caring, empathetic and professionalProficiency with common office technologiesOpenness to learn new skills and technologies – you won't know how to do every task from the get-go, so being flexible and curious with the desire for continued learning is keyWorking at Chicory Wealth Generous benefits package including 401(k) profit sharing plan with immediate vesting, annual employer HSA contribution to cover medical plan deductible, reimbursement of approved professional development expenses, etc.We're a certified B Corp committed to people and planet. If you are into those things, too, you belong with us!
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