Job Opening: Client Experience Associate I

Figure8investing; Boise (ID); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401k with company match

Health insurance (dental & vision)

Paid time off and volunteer time off

Training and career growth

Job summary

Figure 8 Investment Strategies seeks an entry-level Client Experience Associate I to deliver an exceptional client experience across the country. Based in Boise, ID or Portland, OR, the role handles onboarding, client inquiries, and back-office tasks with Redtail and Dropbox, while supporting sustainability initiatives.

The ideal candidate is sharp, detail-focused, and excited to begin a career in investment management or financial planning, with strong communication and Microsoft Office skills.

Qualifications

• Bachelor’s degree highly preferred; some financial services or related experience may substitute.
• Tech-savvy and highly proficient in Microsoft Office; strong ability to learn and apply new software quickly.
• Excellent written and oral communication skills; detail-oriented and client-focused.

Responsibilities

• Communicate with clients and potential clients about the company’s mission and services; ensure calls and emails answered in a timely, upbeat, and professional manner.
• Onboard new clients; gather and organize client documents and data; guide clients through paperwork and portal access.
• Provide ongoing client service; handle requests for cash movements, transfers, and account updates with custodians (primarily Charles Schwab).
• Capture notes from client calls and meetings; leverage CRM (Redtail) and electronic files (Dropbox).
• Help ensure office operations (files, phones, email, mailings) are organized and sustainable.
• Coordinate client meetings for our advisor team using Calendly; support social impact initiatives.
• Commitment to ongoing professional development and teamwork in a progressive firm.

Skills

Excellent written and oral comms

Organizational skills

Attention to detail

Team player

Customer service mindset

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Job Opening: Client Experience Associate I

Figure 8 Investment Strategies is seeking an entry-level Client Experience Associate to be part of our team delivering exceptional service and an above-and-beyond experience for our impact-focused investment clients across the country. Figure 8 is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. This position is based in either our home office in Boise, Idaho, or our satellite office in Portland, Oregon.

This is an entry-level position, ideal for someone eager to start a career in investment management or financial planning and/or to work in a business integrating progressive social change into its mission. As a successful candidate, you are sharp, energetic, and optimistic, have exceptional attention to detail, and are an excellent communicator. Above all, you are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You’re also a quick learner especially when it comes to industry software and systems, and you are passionate about being part of a team working towards environmental sustainability and social justice.

KEY RESPONSIBILITIES

As a Client Experience Associate I, you'll regularly communicate with clients and complete back-office work to provide a compelling client experience. You will:

Communicate with clients and potential clients about the company’s mission and services; ensure calls and emails answered in a timely, upbeat, and professional manner

Onboard new clients; gather and organize client documents and data; serve as guide to completing paperwork and accessing our portals/systems

Provide ongoing client service; efficiently handle client requests for cash movements, transfers, and account updates working closely with our selected custodians (primarily Charles Schwab)

Capture notes from client calls and meetings; fully leverage and optimize the use of our CRM system (Redtail) and electronic files (Dropbox)

Help ensure that office operations (files, phones, email, mailings) are in good working order and have a focus on environmental sustainability

Coordinate client meetings and other engagements/events for our advisor team using calendar software (Calendly)

Help advance Figure 8’s commitment to social impact and sustainability

WHAT IT TAKES

Bachelor’s degree highly preferred; some financial services or other related professional experience may substitute

Tech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quickly

Exceptional organizational skills, professional demeanor and a love for checklists!

Excellent written and oral communication skills

A commitment to excellence; detail-oriented and client-focused

Ability to work as part of a team in a fun, hardworking, and progressive firm

Passion for creating impact around environmental sustainability, social justice, multiculturalism and/or community economic development

A commitment to ongoing professional development

THE BENEFITS

We offer a competitive compensation package that includes a base salary plus bonus, 401k with company match, health insurance including dental and vision coverage, paid and volunteer time off, and opportunities for training and career growth. The base salary for this position is $50,000-$65,000.

EQUAL EMPLOYMENT OPPORTUNITY

Figure 8 provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Moreover, we believe that diversity of perspectives, experiences, and talents strengthens our organization and contributes to a thriving and innovative work environment. We encourage individuals from all backgrounds and identities to apply and welcome applications from women, people of color, and other groups traditionally underrepresented in finance.