Client Service Associate - Denver

Your Role - Administrative Responsibilities:

Provide administrative oversight and support the Lead Advisors on strategic needs.

Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance

Act as a primary point of contact for custodians around all operational and tactical service matters

Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current

Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers

Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion

Assist with calendaring functions and internal meeting preparation

Your Role - Client Experience Responsibilities:

Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team

Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts

Oversee quality control to mitigate errors on any client-related paperwork

Your Experience:

1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.

Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred

Self-motivated and takes pride in providing exceptional support to clients and the team

Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus

Expected to learn other position-related systems on the job

This role is an in-office, full-time, and non-exempt position. We are a work from office culture with a lot of flexibility.

Compensation:

Pay: $30.75 - $37.50 per hour. This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

100% reimbursement for required training, certifications, licensing, and dues

Personal career development plans

Richer Life Business Partner (coaching for all employees)

Mindful Emotional & Social Intelligence training

Annual professional & personal wellbeing stipend

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)

Adoption benefits

Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years