Client Service Lead

Prestige Staffing, Inc.; Denver (CO); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Services Lead to manage and execute various financial activities for high net worth clients. This full-time, in-office role requires a polished professional with a strong background in client servicing and financial analysis. The successful candidate will actively participate in a dynamic team, solving complex problems while ensuring confidentiality and maintaining strong relationships with clients and advisors. If you have a breadth of knowledge in the financial industry and a passion for providing exceptional service, this opportunity is perfect for you.

Qualifications

• 3-5 years of experience in financial services or adjacent industry.
• High attention to detail and ability to manage significant workload.

Responsibilities

• Manage execution of tax, estate, and investment strategies for clients.
• Coordinate with third parties and maintain organization of client information.

Skills

Client Servicing

Financial Analysis

Communication Skills

Project Management

Organizational Skills

Education

Degree from a top tier university

Tools

CRM databases

Financial Planning Systems

Job description

Position Summary:

The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc. Full time permanent 100% in office role. MUST HAVE STRONG SERVICING OF CLIENTS BACKGROUND!

Responsibilities:

1. Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality.
2. Participate in brainstorming sessions on complex client strategies.
3. Manage detailed execution of tax, estate, investment, entity, etc. strategies.
4. Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution.
5. Facilitate and/or assist in client meeting preparation and follow-up.
6. Perform cash flow and financial planning analyses, including reviewing clients’ cash, liquid, illiquid holdings and investment allocations.
7. Communicate with clients in a professional, clear and concise manner.

Coordination & Project Management:

1. Coordinate with third parties including brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.
2. Analyze, manage, execute and follow-up on cashiering requests including checks, wires, deposits, journals and ACH transfers.
3. Assist with client tax planning and annual tax return preparation including gathering tax documents for clients’ accountants, processing payments of income and property taxes, and overall coordination.
4. Coordinate private client loans by managing promissory notes, tracking loan activity, and providing clients and accountants with status updates.
5. Manage and maintain the organization of client information within financial planning systems, CRM databases, online filing cabinets, etc.
6. Work with the internal team to ensure reports and personal/business financials are accurate.
7. Prepare needed forms for new bank, brokerage and bill pay accounts, obtaining signatures and following-up on account setup as needed.
8. Assist with establishing various entities for clients filing/tracking necessary paperwork related to those entities (primarily LLCs and Trusts).
9. Manage clients’ private investments by preparing forms as needed, following-up on documentation, notifying various third parties, and coordinating with clients.
10. Ensure timely insurance renewals and payments for clients.

Candidate Requirements:

1. Commensurate relevant experience. Financial or adjacent industry preferred.
2. Degree from a top tier university.
3. High attention to detail and organizational acumen.
4. Polished presence and ability to communicate clearly in person and electronically.
5. Ability to manage a significant workload.
6. Able to balance multiple non-congruent tasks with an eye for proper prioritization.
7. Curiosity and willingness to learn something new.

About Us:

We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures, tools and support for every client’s uniquely evolving financial universe. MUST BE LOCAL AND HAVE 3-5 YEARS OF FINANCIAL SERVICES BACKGROUND (NOT MORTGAGE OR LOAN SERVICING). WILL NOT HOLD LICENSES. Will be working with individuals not companies. MUST HAVE A BREADTH OF KNOWLEDGE WITHIN THE FINANCIAL INDUSTRY.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance