Client Service Associate Job Vacancy in Dechtman Wealth Management Centennial, CO 80111 – Latest Jobs in Centennial, CO 80111

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Company Name : Dechtman Wealth Management
Location : Centennial, CO 80111
Position : Client Service Associate

Job Description : Founded in 1984, Dechtman Wealth Management is a nationally recognized independent financial advisory firm based in Centennial, CO. We offer wealth management services to individuals, families, and businesses.
Dechtman Wealth Management is growing, and we are seeking a Client Service Associate to join our financial advisory team. As a Client Service Associate, you will join a caring and collaborative culture that supports your growth professionally and personally. Our firm is rooted in our deep history of exceptional client service and employee empowerment. When our clients’ needs and goals are met, the business grows and every person in the company shares in that growth.
We are looking for an individual to join our fast paced, team-oriented environment focused on cultivating our high net worth client relationships with exceptional service.
Duties and Responsibilities

Receptionist duties. Welcome clients when they come to the office and be the primary person responsible for telephone coverage
Perform administrative duties that support financial advisors in daily business practices, including but not limited to, coordination of client meetings, scanning documents, and file & calendar maintenance
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests and making sure key client information and documentation is up to date
Organize client events, seminars, and webinars
Execute regular tasks such as preparation of reports and client address changes
Archive client information and correspondence in an organized manner consistent with firm practices
Set up and maintain client data in CRM software
Prepares client communications including email newsletters and letters

Skills and Knowledge

Proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
Exceptional interpersonal and client service skills
Detail orientated with superior organizational skills
Team player with the ability to collaborate with others
Excellent problem-solving skills and ability to work in a fast-paced, evolving environment
Highly motivated and self-directed

Qualifications

5 years of administrative experience
College degree preferred
Financial services experience preferred

Benefits

Employer paid health insurance
Retirement plan match
Generous paid-time off(PTO) and Holiday Pay
Employer paid dental plan
Employer paid vision plan
Employer paid life insurance
Annual bonus based on performance

Job Type: Full-time
Pay: From $65,000.00 per year
Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday

Supplemental Pay:

Bonus pay

Ability to commute/relocate:

Centennial, CO 80111: Reliably commute or planning to relocate before starting work (Required)

Education:

Bachelor’s (Preferred)

Experience:

Administrative: 5 years (Preferred)

Work Location: One location

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