Client Services Lead: Finance Ops & Client Experience

Apscareerportal; Cortez (CO); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Employee discounts

Health insurance

Paid time off

Vision insurance

Job summary

Apscareerportal is seeking a detail-oriented Client Services Associate to support daily operations at a growing financial advisory practice in Colorado. You will interact with clients by phone, email, and in person while managing workflows to keep the firm running efficiently and professionally.

The role emphasizes accuracy, teamwork, and ownership, with opportunities for long-term growth in client services and financial operations.

Qualifications

• Strong ability to juggle multiple priorities simultaneously.
• Professional, confident communication style.
• High attention to detail and accountability.
• Proficiency in Microsoft Office (Word, Excel, Outlook required).
• Technical aptitude and comfort learning new systems.
• CRM experience preferred.
• Financial services, banking, or professional office experience a plus.

Responsibilities

• Serve as a primary point of contact for client service requests.
• Manage a high volume of phone, email, and in-person client communication.
• Prepare and process financial documentation accurately and efficiently.
• Track account transfers, account opening and proactively follow up on outstanding items.
• Deposit checks and coordinate money movement requests.
• Maintain CRM accuracy and organized digital records.
• Support operational initiatives and workflow improvements.
• Assist with firm-wide projects and ongoing process refinement.
• Learn and apply financial services terminology quickly.

Skills

Multitasking

Professional communication

Attention to detail

Microsoft Office

Tech aptitude

CRM experience

Financial services experience

Tools

CRM software

Microsoft Office Suite

Job description

Apscareerportal is seeking a detail-oriented Client Services Associate to support daily operations at a growing financial advisory practice in Colorado. You will interact with clients by phone, email, and in person while managing workflows to keep the firm running efficiently and professionally.

The role emphasizes accuracy, teamwork, and ownership, with opportunities for long-term growth in client services and financial operations.