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Location

Boulder, CO | United States

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Job description

If you are a Client Service Associate with experience, please read on!

Job Title: Client Service Associate
Location: Hybrid Role in Chicago IL, Boulder CO, Boca Raton FL and Atlanta GA.
Salary: 70-90k + Annual Bonuses + Full Benefits + PTO + Profit Sharing
Requirements: Series 7, 63, and 65 are huge pluses!

Top Reasons to Work with Us

We are an established and expanding wealth management firm is looking for a Senior Associate and or Private Client Services, to be apart of driving the success of our clients nationwide, and helping advisory teams in all aspects of wealth management.

The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. Senior Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. We offer a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, and our clients.

What You Will Be Doing

Overall:
Cultivating and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
Preparing for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
Coordinating the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
Maintaining and tracking prospect and client engagement in the relationship management system.
Be the SME for all client service-related processes and systems and promote best practices for junior team members.
Review and facilitate resolution of client inquiries and operational items.
Assist Wealth Advisors Team in preparing allocations and coordinating investments according to firm and strategy stated guidelines.
Manage the onboarding of new client accounts which includes collecting required documents and client information through in-person meetings or on calls with clients.
Liaise with custodian partners and internal departments.

What You Need for this Position

- Series 63, Series 7, Series 65 are not required but a huge plus.
- Previous experience at an RIA or bank.
- Previous Customer Service Experience

-Bachelors degree.
-Series 65 or 66 required or must be attained within the timeframe determined by manager.
-Minimum of 3 years serving wealth management clients or other relevant industry experience.
-Takes ownership of all aspects of client engagement.
-Self-starter who actively sees projects through to completion while maintaining a high level of communication with team members.
-Exceptional interpersonal and client service skills.
-Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
-Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
-Ability to adapt to a rapidly changing and fast-paced business environment.

Benefits

- Vacation/PTO: Unlimited PTO
- Medical: 100% of Benefits paid for by employer
- 401k: 4% Match
- Bonus: Yearly Discretionary Bonuses Depending on performance.

So, if you are a Client Service Associate with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Destiny Ziarkowski

Applicants must be authorized to work in the U.S.

Preferred Skills

Client Services

Series 65

Financials

Banking

Finance

Client services associate

Client Management

Customer Management

Series 66

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Job tags

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Salary

$70k - $90k