Service Advisor

Praxis, Inc.; Boulder (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Performance-based bonus

Health insurance

Dental insurance

Vision insurance

Retirement plan

Generous paid time off

Job summary

The Millstone Evans Group is looking for a Client Service Advisor to support client relationships and oversee day-to-day account administration. In this role, you'll drive execution, maintain attention to detail, and deliver outstanding client service.

This position involves managing client inquiries and ensuring a seamless client experience. Qualifications include a Series 65 license (or ability to obtain), experience in wealth management, and proficiency with CRM systems like Redtail.

Qualifications

• Series 65 license required, or ability to obtain within 90 days of hire.
• Previous experience in wealth management or financial services preferred.
• Proficiency with client account administration and trade processing.

Responsibilities

• Conduct regular client outreach and review meetings.
• Manage client action items from initiation to completion.
• Support account management and service activities through Raymond James.

Skills

Attention to detail

Verbal communication

Written communication

Client relationship management

Problem-solving

CRM software proficiency

Wealth management experience

Team collaboration

Education

Series 65 license

Tools

Redtail CRM

Raymond James platform

Job description

The Company:

At The Millstone Evans Group, we believe wealth planning should feel clear, personal, and human, not complex or transactional. We work closely with our clients to simplify financial decisions and help them build confidence over time. We’re a growing, high-touch wealth management firm with a strong reputation and a commitment to doing things the right way. As we grow, we are focused on building the right systems, processes, and team to support our clients while maintaining the personal relationships that have always been at the core of our firm.

The Position:

As a Client Service Advisor, you will play a key role in supporting client relationships and overseeing day-to-day account administration. This position is responsible for driving execution, maintaining exceptional attention to detail, and delivering a high standard of client service throughout every stage of the client journey. You will partner closely with clients and internal team members to ensure requests are handled efficiently, accounts are serviced accurately, and follow-up actions are completed seamlessly. Through your commitment to excellence, you will help strengthen client relationships, provide exceptional client experience, and support the firm's continued growth and long-term success.

Responsibilities:

• Conduct regular client outreach and review meetings to discuss investment allocations, financial objectives, and risk tolerance; document notes, recommendations, and follow-up actions in CRM to ensure accurate recordkeeping
• Manage client action items from initiation through completion to ensure timely follow-through and a seamless client experience
• Support account management and service activities through Raymond James, including account maintenance, transfers, and documents processing
• Assist with trade execution, cash management requests, and ongoing account servicing and management
• Coordinate the onboarding process for new clients, delivering a seamless and professional experience from account opening through implementation
• Serve as a primary point of contact for client inquiries, handling emails, phone calls, and day-to-day service requests with professionalism and responsiveness
• Effectively manage multiple priorities and adapt to changing client and business needs in a fast-paced, deadline-driven environment
• Contribute to special projects, operational enhancements, and firm-wide initiatives to support business growth and continuous improvement

Qualifications:

• Series 65 license required, or the ability to obtain within 90 days of hire
• Previous experience in wealth management, financial services, or a Registered Investment Adviser (RIA) environment preferred
• Working knowledge of client account administration, trade processing, new account onboarding, and ongoing account maintenance
• Proficiency with CRM systems and custodian platforms; experience with Redtail CRM and Raymond James platform is a plus
• Exceptional attention to detail and follow-through, with a proven ability to manage tasks to completion and ensure nothing falls through the cracks
• Comfortable operating in a dynamic environment, adapting to evolving priorities and navigating ambiguity with confidence and initiative
• Strong verbal and written communication skills, with the ability to interact professionally and effectively with clients, advisors, and team members
• Collaborative, team-oriented mindset with a willingness to take ownership, contribute where needed, and support the success of the broader organization

Salary & Benefits:

• $70,000 - $110,000
• Performance-based bonus aligned to individual and firm success
• Health, dental, and vision insurance
• Retirement plan with employer contribution
• Generous paid time off and holidays