Service Advisor

Masis Professional Group

Denver (CO)

On-site

USD 65,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation structure

Fully paid health and dental coverage

401(k) plan

Professional development experiences

Supportive and collaborative culture

Job summary

A leading wealth advisory firm in Denver seeks a Service Advisor to manage client relationships and execute financial strategies. This full-time position focuses on client service rather than sales and requires excellent organizational and communication skills. The firm offers competitive compensation and comprehensive health coverage, emphasizing a collaborative and value-driven culture.

Qualifications

Exceptional attention to detail.
Ability to manage multiple priorities.
Familiarity with investment or financial planning concepts a plus.

Responsibilities

Serve as the main point of contact for clients.
Manage daily account needs and monitor deadlines.
Prepare financial reports and meeting materials.
Maintain compliant client files.
Support internal collaboration for client strategy.

Skills

Strong organizational skills

Excellent written and verbal communication

Trust-building abilities

Self-motivated and proactive

Experience in fast-paced environments

Multi-prioritization and meeting deadlines

Education

Prior experience in financial services or client service

Proficiency with CRM systems and Microsoft Office

Licensing preferred or willingness to obtain

Job description

Service Advisor – Wealth Management (Client Relationship & Service‑Focused)

Are you someone who loves building deep, meaningful relationships and delivering exceptional service? Do you thrive in a fast‑paced, client‑focused environment where teamwork and trust are at the center of everything? If so, this opportunity may be a strong fit for you.

An independent wealth advisory firm is seeking a Service Advisor to support and strengthen its long‑term client relationships. This role is ideal for someone who excels in client service, organization, and follow‑through—and prefers a position focused on serving existing clients rather than selling or prospecting.

About the Firm

This firm is an independent, fiduciary‑focused wealth advisory practice dedicated to helping individuals and families make confident financial decisions. With a commitment to integrity, collaboration, and planning excellence, the team guides clients through every stage of life, with particular focus on retirement transitions.

Their culture emphasizes ownership, genuine care, and doing the right thing—even when no one is watching. They are looking for someone who shares these values and is passionate about providing an outstanding client experience.

Position Overview

The Service Advisor will manage an assigned book of existing clients and serve as their primary day‑to‑day point of contact. You’ll ensure each client feels supported, informed, and well cared for in every interaction. Working closely with Lead Advisors, you will execute financial strategies, maintain account administration, and help deliver a seamless advisory experience.

This position does not require sales or new business development.

Key Responsibilities

Client Relationship & Service Management

Serve as the main point of contact for an established group of clients.
Proactively reach out for check‑ins, updates, and meeting scheduling.
Ensure clients feel heard, supported, and valued across phone, email, and in‑person interactions.
Build and maintain strong long‑term relationships that enhance client satisfaction and retention.

Implementation of Advice (Under Lead Advisor Direction)

Translate advisor recommendations into clear, actionable next steps.
Process investment changes, account updates, and related administrative tasks.
Explain approved recommendations within compliance and licensing guidelines.
Coordinate with custodians, insurance carriers, and internal operations to ensure accurate and timely execution.

Account Administration & Maintenance

Manage daily account needs, including beneficiary updates, banking links, RMDs, and ongoing contributions/distributions.
Monitor paperwork, signatures, missing documents, and deadlines.
Track key client dates and coordinate with advisors to ensure required follow‑up.

Meeting Preparation & Follow‑Through

Prepare financial reports, performance summaries, and meeting materials.
Ensure accuracy and completeness of all client information before reviews.
Own the post‑meeting action list and ensure all tasks are completed promptly.
Document interactions and outcomes in the CRM with clarity and detail.

Administrative & Compliance Support

Maintain compliant client files in accordance with regulatory and firm standards.
Assist with gathering documentation for internal and external audits.
Ensure all communications, paperwork, and transactions meet compliance expectations.

Internal Collaboration

Work closely with advisors, planners, and operations teams to deliver a seamless client experience.
Communicate client updates and needs promptly to enhance strategy accuracy.
Contribute recommendations that improve client service processes and team efficiency.

Qualifications

Strong organizational skills with exceptional attention to detail.
Excellent written and verbal communication abilities.
Proven ability to build trust and foster long‑term relationships.
Self‑motivated, process‑oriented, and proactive in problem‑solving.
Experience in a fast‑paced environment with strong follow‑through.
Ability to manage multiple priorities and meet deadlines.
Prior experience in financial services, client service, or a similar advisory support role preferred.
Proficiency with CRM systems and Microsoft Office.
Familiarity with investment or financial planning concepts a plus.
Licensing preferred (or willingness to obtain).
Competitive compensation structure.
Fully paid health and dental coverage for the employee.
401(k) plan.
Additional team and professional development experiences.
Supportive, collaborative, and values‑driven culture.