Client Services Associate – Financial Advisory Support

PowerToFly; Colorado Springs (CO); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Medical and Dental Insurance

401(k)

Paid Time Off

Disability Insurance

Employee Benefits

Parental Leave

Job summary

A financial services firm is in search of a Registered Client Service Associate to provide exceptional service and support to Financial Advisor teams. The ideal candidate will build trusted relationships, assist clients with their usual needs, and facilitate various transactions. Candidates should possess strong organizational skills, detail orientation, and experience in the financial industry. Opportunities for growth and development are part of the role, along with a comprehensive benefits package, competitive salary, and dynamic workplace culture.

Qualifications

• Client-focused with strong interpersonal skills.
• Ability to assist clients with everyday needs.
• Experience in executing transactions and providing account details.

Responsibilities

• Support Financial Advisor teams in cultivating client relationships.
• Answer general questions regarding client accounts.
• Manage client onboarding process and maintain accounts.
• Prepare expense reports and manage schedules.

Skills

Knowledge of financial services products

Detail orientated

Advanced Microsoft Office skills

Exceptional writing and interpersonal skills

Strong time management skills

Team player

Ability to work in a fast-paced environment

Goal oriented, self-motivated

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7, Series 66 or Series 63 and 65

Two or more years of industry experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft PowerPoint

Job description

A financial services firm is in search of a Registered Client Service Associate to provide exceptional service and support to Financial Advisor teams. The ideal candidate will build trusted relationships, assist clients with their usual needs, and facilitate various transactions. Candidates should possess strong organizational skills, detail orientation, and experience in the financial industry. Opportunities for growth and development are part of the role, along with a comprehensive benefits package, competitive salary, and dynamic workplace culture.