Client Services Manager

Vital Investment Management, a fee-only, Registered Investment Advisor (RIA) wealth management firm located in beautiful Loveland, Colorado, is seeking an experienced candidate for the key position of Client Services Manager (CSM):

Requirements for The Position Include, But Are Not Limited To:

Demonstrated experience in front office customer service activities:

• Manage and oversee client service operations to ensure high-quality customer service.
• Communicate effectively with clients and team members to ensure highest level of success.
• Answer incoming phone calls and triage clients to advisor(s) as appropriate.
• Interact with existing and prospective clients to provide the highest professional level of customer service.
• Client onboarding: completing and submitting account paperwork; entering data into Excel and other firm-related software and forms.
• Respond to and process client administrative requests.
• Ability to generate performance reports, billing, and compliance-related documents; assistance in creating firm-related forms and other paperwork as assigned.
• Attention to detail and multi-task-oriented individual with a passion for driving efficiency.
• Highly adaptive with knowledge of the financial industry.

Required Behavioral Attributes for This Position:

As the Front Office face to our clients, we expect the qualified Candidate to have a demonstrated work history of delivering the highest level of customer service; trustworthiness, professionalism, and timely responsiveness to client needs/requests are of utmost importance; the qualified Candidate will be an expert listener, with the ability to quickly assess a particular question or situation and effectively move to problem-solving and decision mode to resolve customer service issues to the satisfaction of our clients. Elevate client satisfaction and internal operations. Team-oriented with a focus on concierge/white-glove level client servicing. Demonstrates a desire to achieve the goals of the firm.

Desirable, But Not Required, Experience for our Client Services Manager:

In addition to previous office experience in a financial services setting, experience with any of the following companies/software would also be highly desirable and a plus for candidates applying to this position:

· Charles Schwab

· Redtail

· MS Excel & Word

· Mailchimp

· Panoramix

· ShareFile

· eMoney

· Acuity

· PreciseFP

· Protective Life/Great-West Annuities

· Fidelity

· WordPress

· Zoom

For the right candidate, and based on what they can bring to this position, Vital Investment Management will offer a competitive compensation package that includes:

· Full-time Employment: Office hours typically 8 am to 5 pm Monday through Friday (part-time is possible)

· Base Salary (based on experience)

· Health Insurance (partial premium reimbursement)

· Paid Vacation Days: 3 weeks (or more based on experience)

· Paid Sick Days: 5 days (based on experience)

· Paid Holidays: 11 days

· Retirement Plan with Employer Matching Contribution

· Great work/life balance

Please note: This is an in-office position.

This position is ideal for individuals who are passionate about providing outstanding client experiences while leading a dedicated team. If you thrive in a dynamic environment where you can make a significant impact, we encourage you to apply.

If you feel you are a qualified candidate for this position, please submit your contact information and resume below. A VIM representative will contact those candidates who most closely represent a good fit for our position.

Position vacancy posting closes on March 1, 2025

Job Type: Full-time

Pay: $52,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Retirement plan

Experience:

• Customer service: 5 years (Preferred)

Ability to Commute:

• Loveland, CO 80538 (Required)

Ability to Relocate:

• Loveland, CO 80538: Relocate before starting work (Required)

Work Location: In person