Client Relationship Manager

Our mission at Compass Planning

Our clients are families, individuals, and small-business clients. Through careful guidance and our educational approach, we help clients achieve financial security and control over their money. Militantly fee-only since we started in 1996, we continue to stand between our clients and the confusing, sometimes predatory, financial services industry. We're excited to be a busy and growing firm. Our clients often tell us they're glad to have us in their corner...that we've helped them feel better about their financial planning.

Your mission as our Customer Relationship Manager

• Support the Team goal of providing high quality comprehensive financial planning to PEM (pleasant, engaged and mature) clients.
• Ensure clients are on-boarded smoothly and supported before and during their planning engagement. Help clients get the most from the financial planning process.
• Support the senior financial planners - by answering client questions and helping with tasks as each planning engagement cycles from beginning to end.
• Continuously grow and improve your financial planning knowledge so as to become a senior planner and CERTIFIED FINANCIAL PLANNER ™ practitioner.
• Contribute to the growth and collaborative nature of our small, mighty Team at Compass.

Key Criteria/Requirements

• Our dream candidate is excited about fee-only financial planning and becoming a CERTIFIED FINANCIAL PLANNER ™ practitioner.
• College degree in related financial field; and/or pursuing CFP(R) certification.
• 2 to 4 years experience - paid position and/or internships - in related field preferred
• Exceptionally comfortable with technology
• Patient and customer service orientated
• Organized and able to meet deadlines
• Team player -- focused on helping the Team help our clients
• Good communication skills: phone, email, text, virtual meeting format
• Able to travel between Boston and Wellesley offices every week and to offsite clients, as needed
• Able to attend training meetings before and/or after regular business hours, as needed