Client Service Associate

Ready for something new? Come join our growing firm!

Owl Creek Wealth Partners is a Registered Investment Advisor dedicated to delivering exceptional service and complex financial solutions that are personalized to the select group of ultra-high net worth families we serve. The firm was launched in July 2024 by two wealth management industry veterans, Justin Apt and Cindy Steiner, and has been growing exponentially.

We are seeking a detail-oriented and proactive part-time Client Service Associate to join our growing team. As Client Service Associate you will play a key role in shaping our client service experience by providing outstanding service and support to our clients. You will work closely with other team members to ensure the smooth execution of client requests and provide an exceptional client experience. You will need to be both proactive in anticipating current and future client needs and also follow through on work in progress to make sure everything runs seamlessly for our clients. 

This position will be hourly and is estimated to be approximately 20-30 hours per week, mostly in-office. We are located in the Denver Tech Center at Bellview and I25. 

Key Responsibilities:

• Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring overall satisfaction.
• Manage client requests related to account maintenance, money movements, and general inquiries.
• Coordinate with internal team members and external business partners (e.g., Schwab and Tamarac) to ensure timely and accurate completion of client tasks.
• Help clients with new account setup, transfers, updates, and other related services.
• Process and track client deposits, withdrawals, contributions, and distributions, including maintaining the firm check log.
• Maintain accurate and up-to-date client information in the firm’s CRM system.
• Handle new client onboarding, including ensuring all necessary documentation is completed accurately and submitted and processed in a timely manner.
• Stay up-to-date on firm policies to ensure compliance in all client interactions.
• Identify opportunities to enhance the client experience and suggest process improvements.

Qualifications:

• Associates or bachelor’s degree in business, Finance, or a related field (preferred).
• 1-3 years of experience in financial services or wealth management, ideally with client service experience working with Charles Schwab or Fidelity as custodians.
• Strong understanding of financial products, services, and account features.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• High attention to detail and strong organizational skills.
• Ability to manage multiple priorities and work under pressure in a fast-paced environment.
• Proficient in Microsoft Office Suite and CRM systems; experience with financial software (Tamarac and Schwab Advisor Center) is a plus.
• Knowledge of industry regulations and best practices (FINRA, SEC, etc.) is a plus, and confidentiality and privacy of client information is paramount.

Benefits:

• Competitive hourly pay of $30 - $35/hour, with potential for a bonus. 
• Professional development and training opportunities.
• Positive, collaborative work environment with your own office.
• Opportunity to work with treasured clients.

How to Apply:

Please submit your resume and cover email outlining your qualifications and interest in the Client Service Associate role at Owl Creek Wealth Partners to Cindy@OwlCreekWealth.com.

Owl Creek Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

No solicitors and no phone calls, please.