Client Services Associate
Associate Staffing
Client Services AssociateOur client, located in Denver, CO is looking to 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 clientsCoordinate with advisors, custodians, and internal operations teamsCoordinate new account openings, transfers, and related account maintenanceManage subscription documentation on capital call processingTop skills:Professional communicationFinancial Services experience/knowledgeA very high level of attention to detailNice to have skills:Any wealth management and/or investment experience/knowledge baseNo financial licenses are required for this role.
Vacancy posted 4 days ago
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