Client Service Manager Job Vacancy in Colorado Financial Management Denver, CO – Latest Jobs in Denver, CO

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Company Name : Colorado Financial Management
Location : Denver, CO
Position : Client Service Manager

Job Description : Client Service Manager
Title: Client Service Manager
Department: Operations
Colorado Financial Management LLC is a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions. We are based in Boulder with offices in Denver and Johnstown, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 25 years as they navigate through life’s most important decisions. We are currently seeking an individual who is passionate about client service and exceeding expectations to join our team as Client Service Manager.
Colorado Financial Management’s Client Service Managers are devoted to building and maintaining client trust as they perform numerous administrative functions on behalf of our clients and provide superior customer service in all client interactions. The CSM team is a highly collaborative group and all members are expected to build and utilize strong working relationships with internal and external business partners. Generally, a CSM will be responsible for supporting approximately 125 clients and will be expected to perform a specialty function determined by both business need and individual interest.
Core Responsibilities

Client Service Administrative Functions
Effectively serve the financial needs and goals of our clients in an ethical and trustworthy manner
Assist Financial Advisors, Portfolio Managers, Financial Planners, and Management with regular and/or recurring tasks as well as special projects; including tasks, forms and projects that have critical deadlines and high-volume spikes
Assist with Investment Policy Statement (IPS) completion and maintenance
Data entry
Accurately input and maintain data and client information within appointed software
Accurately and thoroughly complete a variety of forms and templates
Provide accuracy review for documents prepared by Operations Department teammates
Client Communication and Operational Support
Act as liaison between clients and Advisors/Portfolio Managers/Planners in order to provide extraordinary customer service
Build and sustain strong business relationships with clients as well as internal and external business partners
Field client phone calls, research and respond to client inquiries, generate client correspondence, prepare marketing materials, mailings, presentations, etc.
Follow compliance best-practices and regulatory requirements as directed by the Chief Operations Officer
Troubleshoot problems as they arise; create systematic preventative measures for repetitive concerns
Generate regular and requested reports from various data/software sources
Schedule and prepare for client and internal meetings
Specialty Functions
May include, but are not limited to:
Executive Administrative Support
Compliance
Client Onboarding
Reporting
Back-up Support
Primary back-up for account administration, general administrative, client service, client communication, and operational support requests and needs which are normally assigned to an unavailable fellow Client Service Manager
Primary back-up for Receptionist functions (most frequently, answer incoming calls and respond to reception doorbell)
Other tasks and duties as assigned

Competencies
The individual who excels in this role will be highly competent in the following areas:

Honesty and integrity
Business communication (verbal, written, electronic)
Interpersonal relationship management
Anticipatory customer service
Collaboration
Detail and accuracy
Time management
Additional competencies as appropriate for specialty function

Minimum Requirements

Bachelor’s degree
Microsoft Office Suite (advanced Excel skills preferred)
Excellent communication and interpersonal skills
Demonstrated strength in customer/client service
Excellent analytical skills with extraordinary attention to detail
Collaborative work style with previous success in a team environment
Desire for growth opportunities and ongoing training

Preferred Skills and Experience

Financial industry experience
Administrative support or clerical experience
Experience with PortfolioCenter and Junxure software

Compensation

Competitive base salary
Benefit package (health, retirement, paid time off, transportation, etc)
Eligible for Profit Sharing Plan

Job Type: Full-time
Pay: From $55,000.00 per year
Benefits:

401(k)
401(k) matching
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance
Retirement plan

Schedule:

Monday to Friday

Supplemental Pay:

Bonus pay

COVID-19 considerations:All employees, clients, and visitors are required to follow applicable, local mask orders.
Education:

Bachelor’s (Preferred)

Work Location: Multiple Locations

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