A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast growing, investment firm with an award-winning culture
Composition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families and we love what we do. Our firm has received numerous awards and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.
Job Description:
You will provide operational and administrative support to Client Advisors in their daily practices, developing strong relationships with our clients providing holistic and well-rounded care. This is an excellent opportunity to develop within the financial services industry while providing upward mobility for multiple career paths. Successful candidates for this position will have strong client service and interpersonal skills and be able to thrive in a team environment with competing deadlines. We are open to both entry level and/or experienced associates in the Seattle or LA areas.
Key Responsibilities:
- Act as a key point of contact for client issues and concerns
- Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
- Execute money transfers, help facilitate trades and perform ad hoc client requests
- Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
- Generate and substantiate reports for meetings
- Gather, input, and maintain key client information in the CRM (Salesforce)
- Organize, track and lead team projects, seeing them through to a successful completion
Qualifications & Skills:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Experience with client service or administrative work in the financial services industry; 4+ years of experience for the senior title
- Excellent communication and interpersonal skills (this is a client-facing role).
- Proficient using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Salesforce experience preferred
- Series 65 a plus
Why Work at Composition Wealth?
- We are an advisor built firm with incredibly talented people, an authentic culture, and a fast growing business.
- Our world class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support and much more.
- We built our firm to put our client’s best interest first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
- In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits:
- Competitive compensation structure
- 401(k) Plan
- Employer health savings account
- Medical & vision insurance
- Continuing education support
- Salary range for this role: $65,000 - $100,000
Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.