Our client, located in Denver, CO is looking at add a Client Services Associate to the team. This is an exciting opportunity to work in the Financial Services sector as a key point of contact for clients and internal teams, overseeing day-to-day client service needs. This role is required to be in the office 5 days a week from 8-4 MST.
Responsibilities include but are not limited to:
- Maintain ongoing communication with clients
- Coordinate with advisors, custodians, and internal operations teams
- Coordinate new account openings, transfers, and related account maintenance
- Manage subscription documentation on capital call processing
Top skills:
- Professional communication
- Financial Services experience/knowledge
- A very high level of attention to detail
Nice to have skills:
- Any wealth management and/or investment experience/knowledge base
No financial licenses are required for this role.