CyberCoders
Location
Fort Collins, CO | United States
Job description
Salary: $80K-$100K DOE
Location: Denver, CO (in-office)
Job Title: Client Service Associate
Requirements:
--Bachelor's degree, business-related preferred
--5+ years of client service or administrative experience in the financial services industry
--Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
--Provide operational and administrative support to Client Advisors in their daily business practices
--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)
--Bachelor's degree, business-related preferred
--5+ years of client service or administrative experience in the financial services industry
--Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and/or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus
--Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities
--Exceptional listening, written and verbal communication skills
--Demonstrated outstanding client service and interpersonal skills
-- Salary range: $85K-100K DOE
--Competitive bonus and commission compensation structure
--401(k) Plan with Employer matching
--Employer health savings account
--Medical & vision insurance
--Continuing education support
--We are passionate about our people. We invest a ton of time, energy and resources in our people, and they are genuinely excited to call us their new home
Applicants must be authorized to work in the U.S.
Job tags
Salary
$85k - $100k