Junior Client Services Associate - Specialist
About The Position
The Mission: A financial plan is only as powerful as its execution. At Acorn Financial Services, we pride ourselves on providing seamless, holistic stewardship to individuals and businesses. As a Junior Client Services Associate, your mission is to serve as the operational anchor of our business. You will deliver a consistent, high-quality client experience by flawlessly managing the critical day-to-day operations and administrative workflows that keep our firm moving. Who You Are: You hold an unyielding standard of precision. In the high-stakes world of money movement, regulatory compliance, and account onboarding, excellence isn't optional. You sweat the details, ensuring every single form is perfect and every compliance box is checked before submission. You thrive in disciplined execution. You bring intense focus and structure to your day. You understand that successfully managing dynamic calendars, complex scheduling, and voluminous paperwork requires an unshakeable commitment to the fundamentals of organization. You are a true team player. You win together. You take immense pride in being the dependable operational anchor that allows the advisors and attorneys to shine in front of the client. You are highly adaptable and tech-oriented. You navigate complex CRM systems and custodian platforms with ease, and you never shy away from learning and mastering new technological tools designed to improve efficiency.
Requirements
- Unwavering standard of precision and attention to detail.
- Disciplined execution with intense focus and structure.
- Ability to manage dynamic calendars, complex scheduling, and voluminous paperwork.
- Adaptability and tech-orientation, with ease navigating complex CRM systems and custodian platforms.
- Commitment to learning and mastering new technological tools.
Responsibilities
- Prepare highly accurate new account paperwork, process dynamic account changes, and initiate account transfer paperwork while rigorously verifying asset transfer eligibility.
- Perform vital administrative duties that support the client experience, including professional telephone coverage, coordinating complex client meetings, and calendar maintenance.
- Prepare physical and digital materials for client meetings, ensuring all financial reports, estate planning summaries, and marketing materials are pristine and ready for presentation.
- Maintain perfectly accurate, up-to-date client records within the CRM, ensuring all KYC (Know Your Customer) due diligence and regulatory documents are filed correctly and securely.
Benefits
- Robust training on elite industry tech stacks.
- Training on elite service expectations.
- Highly supportive environment focused on teamwork, sincere candor, and shared organizational success.
- Clear, demonstrated culture of growth and professional development.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
