OnsiteA leading financial services firm specializing in wealth management and investment solutions is looking for a Client Service Associate in Colorado Springs, CO. This role supports financial advisors by managing client interactions, handling operational tasks, and ensuring seamless service delivery. Ideal for someone detail-oriented and client-focused, this position is perfect for individuals who thrive in a fast-paced, professional environment and enjoy building relationships with clients. The company offers stability, professional growth opportunities, and a collaborative team environment, making it an excellent place for those looking to advance in the financial services industry.
Salary Range: $50,000 - $65,000 / year DOE
Client Service Associate Responsibilities: - Provide high-level administrative and client service support to financial advisors, ensuring smooth day-to-day operations
- Assist with account openings, processing transactions, and managing documentation to maintain compliance and accuracy
- Serve as a primary point of contact for clients, handling inquiries, coordinating meetings, and managing follow-ups
- Prepare financial reports, support investment-related activities, and track tasks using CRM and financial systems
- Facilitate client transactions, including fund transfers, check requests, and account updates, while ensuring timely execution
- Maintain strong relationships with clients by delivering exceptional service, staying informed on market trends, and assisting with client education
Client Service Associate Requirements: - 1-2+ years of experience in a similar client service or administrative role within the financial services industry
- Proficiency in Microsoft Word, Excel, Outlook, and CRM systems
- Strong communication skills with a client-facing approach, ensuring professional and responsive service
- Ability to prioritize tasks, manage multiple deadlines, and work effectively in a fast-paced environment
- Detail-oriented with a high level of accuracy and ability to follow advisor guidance on operational tasks
- FINRA Series 7 and 66 (or 63/65) licenses preferred
Benefits: - Comprehensive health insurance
- 401(k) plan with profit-sharing contributions
- 2 weeks PTO plus paid sick leave
- Company holidays, and additional perks based on individual and company performance
Join a dynamic financial services firm seeking a Client Associate to deliver exceptional client support and streamline operations.