Client Relations / Front Office Specialist

Pure Financial Advisors, LLC; Denver (CO); Hybrid; USD 50,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision

401(k) with company match

Paid time off & holidays

FSA/HSA options

Long-term disability

Job summary

Pure Financial Advisors, LLC in Denver (CO) is seeking a Client Relations Specialist to greet clients, answer calls and provide front-office support for advisors and the branch.

The role demands a professional, client-first demeanor, strong communication and organizational skills, and the ability to manage multiple tasks in a fast-paced environment. This is an on-site position with a salary range of $50,000–$55,000 and a comprehensive benefits package.

Qualifications

• Bachelor’s degree preferred; high school diploma required.
• Front office, receptionist, client services, or administrative experience required.
• Notary certification or ability to obtain after hire.
• Must work in-office (non-remote) with 8:30a–5:00p schedule.

Responsibilities

• Greet and welcome prospective and existing clients with professionalism.
• Be the primary contact for clients visiting the office and route inquiries.
• Answer high volume calls and provide timely client support.
• Prepare packets for advisor appointments and update client files in Salesforce.
• Scan documents, manage documents, and support branch events and workshops.
• Schedule/reschedule appointments and assist with branch-wide administrative tasks.

Skills

Interpersonal communication

Written communication

Microsoft Office

Notary Public

Salesforce CRM

Education

Bachelor’s degree in business/finance or related field

High school diploma required

Tools

Salesforce CRM

Microsoft Office Suite

Job description

Pure Financial Advisors, LLC is looking for a Client Relations Specialist (“Front Office Specialist”) for our Denver, CO branch office.

This position greets, welcomes and engages with prospective and existing clients and provides support to clients as well as advisors or others within the branch.

Client Relations duties include greeting and interfacing with clients, assisting clients while they wait to meet with an advisor, general client service assistance over the phone, as well as additional administrative and office support duties, as needed.

However, this position also provides support and assistance with various functions for planning and/or operations, such as processing paperwork, scanning documents, and managing/updating client files, as well as assistance related to classes and workshops.

Responsibilities:

• Client Relations/Front Office:
  • Greet and welcome prospective and existing clients with professionalism and warmth.
  • Be the primary point of contact for clients visiting the office.
  • Answer and manage a high volume of inbound phone calls, routing inquiries to appropriate team members.
  • Provide timely assistance and support to clients, addressing questions and handling requests.
  • Assist with client and/or company
• Client Services:
  • Prepare packets for advisor appointments/meetings with clients.
  • Scan client documentation.
  • Update and/or create cases in Salesforce.
  • Manage, organize and/or consolidate client documents or files.
  • Assist advisors with client meetings and/or updating/tracking client data.
• Administrative & Office Support:
  • Order office and breakroom supplies (e.g., snacks/drinks) and stock items.
  • Maintain the office to ensure an organized, professional environment.
  • Administrative support (virtual) for other branch offices, collaborating remotely with team members to ensure efficient day-to-day operations.
  • Supporting Financial Advisors and our clients with scheduling/rescheduling appointments, preparing client meeting packets and materials for appointments.
  • Operations support and assistance, which includes processing paperwork, scanning documents, and managing and updating client files.
  • Logistical and administrative support for client-facing classes, workshops, seminars, and events, as required.
  • Assist with client and/or company events.
  • Other support projects, as needed.

What We’re Looking For (Requirements):

• Must be able to work in-office, Monday-Friday. This is an on-site (non-remote) position.
• Bachelor’s degree in business, finance or a related field preferred. High school diploma required.
• Prior experience in a front office, receptionist, client services, or administrative role required.
• Some prior financial planning experience or financial services industry knowledge preferred.
• Experience in financial services or operations is a plus but is not required. Experience with Salesforce CRM is also a plus.
• Exceptional interpersonal and written/verbal communication skills.
• A warm, professional demeanor with a genuine passion for delivering outstanding client service.
• Solid organizational skills with the ability to effectively multitask in a fast-paced environment.
• Proficiency with Microsoft Office Suite and general office technology.
• Strong attention to detail with the ability to produce accurate, high-quality work while meeting deadlines.
• Ability to prioritize competing responsibilities and manage fluctuating workloads effectively.
• Self-motivated with the ability to work independently and take initiative.
• Team-oriented with a proactive, can-do attitude.
• Notary Public certification, or the ability to obtain following hire date (must obtain credentials following hire)
• This is a non-remote position, which requires the ability to work in-office.
• Schedule: 8:30a-5:00p, Monday-Friday
• Salary Range: $50,000-$55,000 (annualized)
• Benefit package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as generous holiday and paid time off policies.