Financial Office - Processing and Client Services

Job Description

Job Description

Financial Services - Client Service & Operations Specialist

Full-Time | In-Office Position | Colorado Springs, CO

SF Financial Services is a growing retirement and financial planning firm looking for a highly organized, detail-oriented Client Service & Operations Specialist to join our team full time in our Colorado Springs office.

This is NOT a remote or hybrid position.

This role is ideal for someone who enjoys structure, systems, follow-through, and helping keep operations moving smoothly behind the scenes while also providing excellent client service.

Our clients trust us with important financial decisions and life transitions. We are looking for someone who is professional, warm, accurate, dependable, and able to take ownership of their responsibilities without needing constant supervision.

This is not a sales position.

What You’ll Be Doing

• Work directly with clients to complete applications and paperwork
• Open new accounts and process account paperwork accurately
• Handle beneficiary changes, distributions, transfers, and money movement
• Follow up with custodians and financial institutions to ensure items are completed correctly and on time
• Track account movement, outstanding paperwork, and pending items
• Maintain Excel tracking systems and workflows
• Help ensure a smooth, high-touch client experience
• Update CRM systems and client records
• Work closely with our internal team to keep operations organized and moving forward
• Anticipate next steps and proactively follow through on outstanding items

The Ideal Person For This Role

• Extremely detail-oriented and accurate
• Strong Excel skills are REQUIRED
• Excellent phone and client communication skills
• Organized and process-oriented
• Comfortable managing multiple moving pieces without letting things fall through the cracks
• Able to work independently and take ownership of responsibilities
• Calm under pressure and professional with clients
• Enjoys systems, structure, workflow, and follow-through
• Warm, positive, team-oriented attitude
• Comfortable speaking with retirees and pre-retirees

Experience Preferred

Experience in one or more of the following is strongly preferred:

• Mortgage processing
• Insurance agency operations
• Financial services client service/support
• Banking or private client support
• Escrow/title processing
• Securities or retirement planning office support
• Other detail-heavy office environments involving paperwork, compliance, and client interaction

This Role Is NOT A Good Fit If You:

• Dislike detailed paperwork and follow-through
• Need constant supervision or reminders
• Struggle with organization or multitasking
• Prefer highly social or creative work over process-oriented work
• Do not enjoy working directly with clients
• Become easily overwhelmed by deadlines or moving priorities

About Us

SF Financial Services is a retirement-focused financial planning firm based in Colorado Springs. We work closely with individuals and families preparing for and living in retirement. We pride ourselves on delivering a high level of personal service, professionalism, and care to our clients.

We are looking for someone who wants to become an important part of a close-knit team and help us continue delivering an exceptional client experience.

Schedule

• Full-time
• Monday–Thursday: 9:00 AM – 6:00 PM
• Friday: 9:00 AM – 2:00 PM

Compensation

Compensation based on experience, background, and skill level.

Please submit your resume along with a brief note explaining why you feel you would be a strong fit for this position.

SF Financial Services is a Colorado Springs-based financial advisory firm dedicated to helping individuals and families prepare for a confident retirement. We provide personalized retirement income, investment, tax, and estate guidance in a professional, high-trust environment. Our client-focused team values integrity, attention to detail, and creating a warm, welcoming experience for every client we serve.

Company Description

SF Financial Services is a Colorado Springs-based financial advisory firm dedicated to helping individuals and families prepare for a confident retirement. We provide personalized retirement income, investment, tax, and estate guidance in a professional, high-trust environment. Our client-focused team values integrity, attention to detail, and creating a warm, welcoming experience for every client we serve.