New Business & Client Success Associate

Masis Professional Group; Denver (CO); On-site; USD 42,000 - 64,000; Full time

Job summary

Masis Professional Group is an independent advisory firm dedicated to building lasting client relationships. We seek a detail-focused operations professional to manage day-to-day practice workflows and deliver exceptional client service.

You will handle new business paperwork, applications, and CRM data entry while supporting advisors with pre-appointment prep and calendar reviews. This role emphasizes accuracy, reliability, and timely communication in a fast-paced environment.

Qualifications

• Prior experience in financial industry preferred (ACAT experience a plus).
• Highly organized with strong follow-through.
• Process-driven and detail-oriented.

Responsibilities

• Receive incoming new business client calls in a friendly, warm manner.
• Record notes from every client conversation in the firm's CRM, alerting leadership if issues arise.
• Attend client meetings to complete applications and transfer paperwork.
• Complete and process new business applications from start to finish.
• Track all pending applications and transactions.
• Create appropriate client files for each new account, electronic and paper as needed.
• Submit any additional client contributions or check deposits to appropriate accounts.
• Follow up on pending new business work with the appropriate companies.
• Resolve issues regarding new accounts, transfers, or amendments.
• Update clients weekly on their accounts and enter data into the CRM.
• Assist advisors with pre-appointment preparation (applications, etc.) by reviewing weekly calendars.
• Complete, submit, and maintain compliance logs for check deposits.
• As needed: train new advisors on the process for new business paperwork.
• Ensure paper applications and transfer paperwork are stocked in New Business.
• Process broker/dealer change paperwork.
• Assist with New Business-related special projects or audits.

Skills

Phone skills

Organization

Problem solving

Client trust

Fast-paced environment

Adaptable

Quick learner

Detail-oriented paperwork

Job description

Masis Professional Group is an independent advisory firm dedicated to building lasting client relationships. We seek a detail-focused operations professional to manage day-to-day practice workflows and deliver exceptional client service.

You will handle new business paperwork, applications, and CRM data entry while supporting advisors with pre-appointment prep and calendar reviews. This role emphasizes accuracy, reliability, and timely communication in a fast-paced environment.