Client Service Associate

Client Service Associate

Reports To: Practice Leadership

Job Purpose: The Client Service Associate (CSA) position is a significant role within our company. The position involves a multitude of client service processes, collaboration with other staff members, providing support for the Financial Advisor/Firm Principal, client interaction and detailed portfolio responsibilities.

Company Culture: High Country Financial Advisors, Inc/Aspen is a boutique firm whose culture is defined by the character of its team members. As a result, each team member must possess a desire to exceed client expectations and work well in a close-knit environment. Being entrusted with our clients life savings means that every workday activity and interaction must be highly ethical, professional and focused.

Primary Responsibilities:

Serve as a primary point of contact for clients, vendors, and external partners, responding to calls and emails promptly and providing excellent service

Create, update and complete all relevant tasks via Outlook/CRM integration

Prepare, edit, coordinate, and present client correspondence, review materials, reports, forms, presentations, and other firm documents

Interact with RJ home office support to develop cooperative relationships and guarantee timely execution of tasks

Schedule and coordinate meetings and appointments for advisors and practice leadership

Coordinate and book business travel for advisors, including transportation, lodging and itinerary details

Oversee facilities management and office equipment, including ordering supplies, maintaining inventory and coordinating service or replacement needs

Manage incoming and outgoing mail and other office communications

Maintain accurate and organized office files, records, and filing systems

Maintain, evaluate, and improve client service, administrative, and general office processes and procedures

Understand and adhere to compliance requirements, ensuring the accuracy, integrity, and confidentiality of client and practice information

Maintain a reliable office presence and help ensure continuity of client service when advisors or other team members are unavailable

Perform other important assignments as requested

Knowledge/Experience/Proficiency Required:

CRM/contact management systems

Microsoft Outlook (email, calendar, and tasks)

Microsoft Office Suite, including Excel and Word

Adobe Acrobat and Zoom

Ability to learn and effectively use firm-specific technology platforms, including Raymond James Advisor Access and related applications

Attributes/Behaviors/Skills:

Uphold a high customer service ethic and passion about meeting and assisting clients

Demonstrate strong organization, prioritization, time management, attention to detail, and follow-through while managing multiple deadlines

Communicate clearly and professionally, both verbally and in writing, with team members, clients, vendors, and external partners

Demonstrate strong problem-solving skills and sound judgment

Actively share ideas and information on firm roles, responsibilities and systems

Take ownership of mistakes and work quickly to resolve issues

Maintain professional personal and office appearance

Have a general interest in financial services and the asset management business Licenses/Certifications

Exceptional candidates without a desire to pursue licensing may also be considered based on experience, skills, and alignment with the needs of the practice.

SIE, Series 7, and Series 66 licenses preferred.

Benefits: At High Country Financial Advisors, Inc/Aspen, we understand our employees work hard; we offer a competitive benefit package to help you achieve a successful work-life balance. Our continued success depends on a diverse array of professionals working together toward common goals while striving for independence, innovation, intelligence and integrity. It is a rewarding foundation where employees are given the tools to excel through their own hard work and determination. We foster a friendly work environment where management is uniquely accessible, and you will benefit from a supportive family atmosphere where time and resources are dedicated to your personal growth.

Compensation Base Salary: $70,000 - $90,000 annually

Additional benefits for the Client Service Associate include:

Quarterly bonus opportunity/incentive package

Please see High Country Financial Advisors, Inc Employee Handbook for additional details and benefits

Employer contributed HSA

Work Environment: Professional office environment. Appropriate business attire is required. Hours TBD. Minimal travel is required. Tasks are closely governed by policies and procedures. Duties and processes are subject to change and/or update as the business demands.

Interested? Please send your resume and contact information to: View email address on click.appcast.io

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