What You Will Be Doing

Provide operational and administrative support to Client Advisors in their daily business practices

Act as a key point of contact for client issues and concerns

Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians, and complying with regulatory requirements

Execute money transfers, help facilitate trades, and perform ad hoc client requests

Work cross-functionally with investment, accounting, and operational departments to ensure clients needs are being met

Generate and substantiate reports for meetings

Gather, input, and maintain key client information in the CRM (Salesforce)

What You Need for this Position

Bachelor's degree, business-related preferred

5 years of client service or administrative experience in the financial services industry

Experience using Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and / or Google Workspace (Gmail, Drive, Docs, Sheets, Slides), Salesforce experience a plus

Time management and organizational skills with an emphasis on managing multiple responsibilities and adapting to changing priorities

Exceptional listening, written and verbal communication skills

Demonstrated outstanding client service and interpersonal skills

Benefits

What's In It for You

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact John OGrady

Applicants must be authorized to work in the U.S.