**Position:** Client Investment Concierge - Financial Firm - Boulder, CO **Location:** Boulder, CO

**Job Id:** 1950 **# of Openings:** 1 **Client Investment Concierge** Role & Responsibilities The Client Investment Concierge is responsible for helping our clients achieve their financial goals, while providing support for the leadership team. Primary drivers of helping our clients accomplish their goals include scheduling clients meetings, processing and maintaining investment accounts, completing clients requests, and performing other operational duties to provide a smooth functioning of the office. Additionally, the role will require executive assistant functions such as calendar management, filing and organization, assistance with bookkeeping items, assistance with marketing efforts, being the teams vendor liaison, and other aspects as-needed. These primary functions, and continual improvement of related processes, are the key responsibilities of the Client Investment Concierge. **Minimum Requirements**

* 2 Years Financial Services experience, primarily assisting financial advisors

* Insurance & Securities licensing preferred or adequate industry experience

**Core Competencies**

* Ability to adapt & handle multiple tasks with prudent follow-up in a fast-paced business

* Acute attention to detail

* Deep understanding of investment-related transactions & processing of those items

* Keen follow-up skills to ensure thoroughness and completeness of tasks

* Outstanding interpersonal skills

* Proficient in Microsoft Office Suite, RedTail, Google Workspace, & other industry-specific platforms

* Strong organizational & time management skills

**Key Responsibilities**

* **Scheduling Client Meetings**

* Use the Monthly Review Schedule and Advisor input to schedule client meetings monthly and new prospective client meetings as needed

* Consistently utilize and refine the New Client Meeting Process and Review Meeting Process workflows

* Ensure all materials and information are gathered at least 48 hours prior to a client meeting to review with advisor

* Be an excellent first point of experience for clients; in person, on the phone, or by email

* **Account Creation & Maintenance**

Leverage the New Investment Account/Investment Added Process workflow

Prepare and process new account paperwork

Prepare and process alternative investment, annuity, & advisory account paperwork

Process account transfers and assist with rollovers

Execute transactional requests from advisors

Complete re-registration and re-titling when triggering events occur

Establish and maintain eMoney connections for all clients accounts

Ensure client contact information, beneficiaries, and other financial data is current on all investment, insurance, and client management platforms

* **Client Requests**

Execute transactional requests for clients

Provide clients with superior service by completing their requests in a timely manner

Return client emails and calls per the Master Client Communications and Service model

Input appropriate and thorough notes into RedTail for each interaction

* **Other Operational Duties**

Maintain and protect the calendars for the leadership team

Research and coordinate all travel requests from leadership team

Lead all office management-related items

Head the ordering and maintenance of office supplies and groceries

Organize invoice records and readily provide to partners when requested

Assist leadership team and bookkeeper with internal financial operations

Assist with client event organization, email campaigns, and other marketing efforts

**Salary - $62,000 a year** **Benefit Package** **Presented by Advisor Employee Services** Thank you for your interest in the Client Investment Concierge position. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the *top 1% of financial advisors in all 50 states* in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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