Client Experience & Onboarding Specialist

Advisor Talent Solutions; Loveland (CO); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

Medical insurance

Dental insurance

Vision insurance

Paid Time Off

Continuous learning and development support

Job summary

Layman Lewis Financial Group is hiring a Client Service Associate in Loveland, Colorado. This role involves managing client relationships, ensuring high standards of service, and supporting advisors with client interactions. Ideal candidates will have a background in financial services and a passion for delivering exceptional client experiences.

The position offers a salary range of $50,000 to $80,000 per year, along with benefits including medical and dental insurance, a 401(k), and paid time off. Join a team that values excellence and client-centric service.

Qualifications

• 3+ years of experience in client service, operations, or relationship management roles.
• Experience within financial services, wealth management, or related industries.
• Strong communication skills, both written and verbal.

Responsibilities

• Serve as a primary point of contact for client service requests.
• Build trusted relationships with clients and deliver high-touch service.
• Manage incoming client calls and respond to requests promptly.

Skills

Client relationship management

Communication skills

Organizational skills

Tools

Salesforce

Microsoft Office Suite

Job description

Layman Lewis Financial Group is hiring a Client Service Associate in Loveland, Colorado. This role involves managing client relationships, ensuring high standards of service, and supporting advisors with client interactions. Ideal candidates will have a background in financial services and a passion for delivering exceptional client experiences.

The position offers a salary range of $50,000 to $80,000 per year, along with benefits including medical and dental insurance, a 401(k), and paid time off. Join a team that values excellence and client-centric service.