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Client Service Associate
Acorn Financial Services Inc
Reston, USA
Full-time
Mid
Onsite
Discovered 1 weeks ago
CRM
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- You build with the long game in mind. You don't just mechanically process a task; you analyze the workflow and ask, "How can we systemize and scale this?"
- You develop operational processes that compound in efficiency over time. You navigate complexity with extreme empathy.
- You are assertive but highly empathetic in nature. You possess the emotional intelligence to handle a frustrated client, authenticate complex money movement requests, and calm an anxious advisor, all within the same hour.
- You grow through rigorous feedback and challenge. You embrace the profound responsibility of self-review and peer-review.
- You view operational bottlenecks not as annoyances, but as intellectual challenges to master. You lead by raising standards daily.
- You naturally gravitate toward mentoring junior associates, patiently teaching them the regulatory intricacies of wealth management operations and ensuring the entire team plays to win.
- Expertly onboard and maintain highly complex client accounts (including intricate corporate, trust, and pension structures), process high-value money movement, and handle complex estate settlement needs.
- Serve as the primary, authoritative operational liaison between Acorn's integrated advisory team, the internal operations staff, and external custodians.
- Proactively develop, formally document, and continuously optimize process policies and procedures for the department to ensure maximum operational efficiency and strict compliance.
- Educate clients and staff on KYC due diligence, beneficial ownership certification, and shifting regulatory requirements. Review vital documents to minimize technical exceptions and mitigate operational risk.
- Train, guide, and rigorously review the daily work of Junior Client Service Associates, intelligently prioritizing tasks and managing the overall departmental workflow.
- Successfully design and implement workflow automations within the CRM that measurably reduce average account opening and asset transfer times.
- Maintain a zero-defect environment regarding high-risk financial transactions, including wire transfers, estate liquidations, and complex corporate actions.
- Drive the successful onboarding, ongoing training, and strict SLA adherence of the entire junior client services team under your purview.
- Maintain honest, transparent, and open communication at all times
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