Client Service Associate & Operations Specialist
Client Service Associate & Operations Specialist
Location: Littleton, CO / Morton, IL / Maumee, OH | Full-Time
Be the Connection. Drive the Details. Elevate the Client Experience.
Are you a detail-oriented financial services professional who thrives on building relationships, solving problems, and keeping operations running smoothly? Join a growing wealth management practice where exceptional client service and operational excellence go hand in hand.
This opportunity is ideal for someone who enjoys working closely with Financial Advisors, supporting clients throughout their financial journey, and ensuring every detail is handled with accuracy and care. You'll play an essential role in delivering a seamless client experience while helping strengthen the processes and systems that support a growing organization.
What You Will Do
- Serve as a primary point of contact for clients, providing responsive, professional, and personalized service.
- Support Financial Advisors with daily client service requests, meeting preparation, follow-up, and ongoing relationship management.
- Assist with onboarding new clients, opening accounts, and maintaining existing brokerage, advisory, retirement, and insurance accounts.
- Process and monitor account transfers, rollovers, deposits, withdrawals, distributions, beneficiary updates, and other account-related transactions.
- Prepare, submit, and track paperwork while proactively resolving outstanding items and processing issues.
- Coordinate client meetings, prepare necessary documentation, and ensure timely follow-up on action items.
- Maintain accurate client records, CRM information, workflows, and...
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