Acorn Creek Capital, LLC

Job Description: Wealth Management Client Associate

Work Location: In Office

Regular Schedule: Full-Time

Starting Compensation: $50,000-$70,000 with bonus opportunity

Reports to: Senior Wealth Management CA

FLSA Status: Non-Exempt

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 preferred and/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.

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Wealth Management Client Associate