Client Service Associate - Loveland, CO

Client Service Associate - Loveland, CO Advisor Talent Solutions Loveland, CO Job Details $50,000 - $80,000 a year 22 hours ago Benefits Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Customer records maintenance Investment advisory support Confidential information handling Customer relationship building Operating systems Account maintenance Phone communication Service scheduling Client file management Mid-level Accurate transaction records management Mortgage industry Managing clients in a customer support role Client database systems Managing financial planning clients Salesforce Cloud Client retention Client services Investment account customer support Sales management systems proficiency CRM system proficiency Productivity software Data accuracy checks Documentation Handling Withdrawals Account opening Office phone management

Full Job Description Position:

Client Service Associate Firm:

Layman Lewis Financial Group Location:

Loveland, CO Overview:

At Layman Lewis Financial Group , we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence. As our firm continues to grow, we are seeking an experienced Client Service Associate to join our team in Loveland, Colorado . This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service. The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm. What you'll do:

Client Experience & Relationship Management:

Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness Build trusted relationships with clients while delivering a high-touch service experience Manage incoming client calls and coordinate timely resolution of requests and inquiries Maintain accurate documentation and detailed client notes within the CRM system (Salesforce) Support advisors by preparing for client meetings and ensuring a seamless client experience

New Business, Transfers & Operations:

Prepare onboarding paperwork and documentation for new client relationships Coordinate and monitor account transfers from submission through completion Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations Review applications and paperwork for completeness and accuracy before submission Prepare issued business for delivery and client follow-up Assist with new business processing and operational workflows

Advisor & Office Support:

Prepare client review materials and account summaries for upcoming meetings Assist with scheduling and client communications Support client reporting, mailings, and ongoing service initiatives Maintain database accuracy and assist with office operations as needed Provide backup phone coverage and collaborate with team members to ensure operational excellence

What We're Looking For:

Experience within financial services, wealth management, banking, insurance, mortgage processing, or a related industry 3+ years in client service, operations, onboarding, transfer processing, or relationship management roles required Mortgage processing professionals are encouraged to apply Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems Self-starter who takes initiative and works well independently Excellent communication; written and verbal, professional and well spoken Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Exhibits meticulous attention to detail and a commitment to accuracy Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

Securities and/or insurance licensing preferred or willing to obtain within 90 days

What You'll Get:

Pay & Perks:

$50,000 - $80,000/year, based on experience 401(k) with company match Medical insurance Dental insurance Vision insurance Paid Time Off Firm supports continuous learning and development

Schedule:

In office: Monday - Friday, 9am-5pm Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com