Client Service Associate

Client Service Associate

The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists. This role is based in Fort Collins, CO.

Primary Responsibilities

• Ensures meeting follow-up is delegated and completed promptly. Facilitates task delegation and ensures prompt and complete follow-through.
• Coordinates materials and reports for performance review process.
• Manage RMD project for clients.
• Prepares custodian paperwork. Monitors and follows up through completion.
• Client maintenance. Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc. All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm's Directory. Set up client portals in Orion.
• Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware / software.
• Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments.
• Contributes to a team effort. Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm's image and accomplish results which support the goals of the company.
• Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position's various responsibilities.

Qualifications

The annualized base pay range for this role is expected to be between $50,000-$58,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.