Senior Client Experience Specialist – Financial Services

Fwainvest; Colorado Springs (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement savings plan

Job summary

Fwainvest in Colorado Springs is looking for a Senior Registered Client Service Associate to provide essential support to Financial Advisors and clients. Responsibilities include managing client onboarding, addressing inquiries, and maintaining compliance with industry regulations.

The ideal candidate should have strong communication skills, a background in financial services, and the ability to work efficiently in a fast-paced environment. The position is full-time with a salary range of $55,000 to $75,000.

Qualifications

• 5+ years of experience in financial services.
• High School diploma or equivalent education required.
• Series 7 and SIE licenses required.

Responsibilities

• Serve as point of contact for client inquiries.
• Manage client onboarding processes.
• Assist Financial Advisors with trading and reporting.

Skills

Client Relationship Management software

Excel

Effective communication

Problem-solving

Organizational skills

Education

High School Diploma

Tools

CRM systems

Office software

Job description

Fwainvest in Colorado Springs is looking for a Senior Registered Client Service Associate to provide essential support to Financial Advisors and clients. Responsibilities include managing client onboarding, addressing inquiries, and maintaining compliance with industry regulations.

The ideal candidate should have strong communication skills, a background in financial services, and the ability to work efficiently in a fast-paced environment. The position is full-time with a salary range of $55,000 to $75,000.