In-Office Client Experience 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 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.