MA - Client Service Associate

Experienced Client Service Associate

Full Time - Hybrid Office/Work-from-home

Denver, Colorado

Who we are:

Mission Statement: Our ultimate goal is to be a family’s most invaluable and indispensable financial resource. We are committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients. We strive to know and understand their financial situation and provide them with only the highest quality information, services and products to help them reach their goals

Our financial planning firm’s services cover most areas of financial planning, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short-term and long-term objectives.

We are currently seeking an experienced and energetic Client Services Associate for our practice, located in Denver, Colorado. The Client Services Associate will coordinate with the Practice Manager to support the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice.

About You:

· You value a small team environment and appreciate being part of an organization that is centered on helping people.

· You are energetic, highly organized, detail oriented, and a pro at managing competing priorities.

· You are tech savvy and pick up new software and systems easily.

· You are highly effective at project management and tracking progress with an eye on deadlines.

· You can work independently and figure things out on your own when needed, and you take ownership for your work.

· You enjoy learning, have the aptitude to learn new things quickly. You are self-motivated when it comes to personal performance.

· You are an excellent communicator with fellow team members and especially clients.

About the role:

This role supports the financial advisors and the practice manager with daily tasks. Many of the daily tasks include customer service duties, responding to ad hoc requests and preparing and processing new investment, insurance, and annuity paperwork. You will also coordinate and track projects such as application processing through the broker-dealer and the firm’s database management system. As in most planning firms, you will wear a lot of hats, and every day is different.

This position is a hybrid work schedule: required in-office Tuesday and Thursday; work-from-home Monday, Wednesday, and Friday.

Requirements:

· Must have prior experience (3 years) working with a wealth manager, financial advisor, or insurance advisor.

· 5 years of experience in client services or customer support

· Strong command of the English language, both verbal and written

· An associate’s degree is preferred

· Knowledge of CRM software systems; proficiency with MS Office Suite; strong aptitude for learning new software

· FINRA SIE, Series 7, Series 66, and CO Life Insurance licenses are preferred; willing to acquire if not held

Benefits:

· 401(k) plus matching

· Dental and Health Insurance stipend provided

· Paid Time Off plus FINRA holidays

· Discretionary bonus potential

· Incentive for paid licensing costs

EOE

Salary is dependent on prior industry experience and licensing

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

CRN-7521087-011025

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday

Experience:

• Customer support: 5 years (Required)
• Wealth management: 2 years (Required)
• Microsoft Office: 5 years (Required)

License/Certification:

• Series 7 (Preferred)
• CRM Software (Required)

Ability to Commute:

• Denver, CO 80237 (Required)

Work Location: Hybrid remote in Denver, CO 80237

Salary : $55,000 - $70,000