Client Services Associate

Client Services Associate Bloom Wealth Advisors Boulder, CO Job Details Full-time $50,000 - $60,000 a year 2 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Work from home Parental leave 401(k) matching Qualifications Record keeping Financial transaction processing Phone communication Content editing Research Databases Cash register Salesforce Cloud Analysis skills Policy & process development Bachelor's degree CRM system proficiency Productivity software Office management 1 year Communication skills Account opening Entry level Time management Office experience Full Job Description Bloom Wealth Advisors is an established and growing RIA and fee- only wealth management firm dedicated to providing customized financial guidance delivered with uncompromising integrity, efficiency, and personalized service. In practice for over 30 years, we are looking for an independent and highly motivated Client Services Associate dedicated to exceeding quality standards and providing world-class service. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you! Description The Client Services Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Client Services Associate helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. Responsibilities & Activities

• Provide critical support to advisor functions in servicing client needs.
• Maintain client information in our records database.
• Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor.
• Draft, review, or edit client correspondence for Advisors
• Become subject matter expert in operational policies and procedures
• Conduct phone calls with custodians to research potential issues within client accounts
• Assist in developing processes and procedures that enhance accuracy and streamlines processes
• Support our client relationships with operational and technology-related tasks.
• Assist in setting and continually meeting project expectations with team members and management
• Handles all compliance for the office
• Maintains office technology and systems
• Provide cashiering functions
• Processing, submitting and following up on documents (opening accounts, updating beneficiaries, contributions and redemptions and account transfers) on behalf of advisors and clients.
• Diligently update CRM systems
• Ensure that all interactions are conducted in strict accordance with compliance requirements.

Knowledge, Skills, & Abilities Requires:

• Excellent attitude and an extraordinary client service orientation
• A strong focus on getting the details right
• Excellent organizational and time management skills
• An ability to handle multiple tasks within tight time frames
• Proficiency with Microsoft Office Suite
• Strong analytical and research skills
• Strong verbal, written, presentation, and interpersonal communication skills
• A bachelor's degree is required
• Attendance is an essential function Helpful but not required:
• Interest in and knowledge of financial markets and investment securities
• Previous financial industry experience
• Knowledge of Financial Advisor office tools (Salesforce, Redtail, eMoney, Moneyguide, etc.) preferred.
• One to three years of professional career experience. The Position
• Salary is commensurate with experience. Low end of the range will be more people with limited financial experience or work experience. High end of the range is for people with financial experience in an office setting.
• We offer one day work from home a week and more needed on a case by case basis. Since we are in person with clients, more remote work is not available.
• Work week is Monday through Thursday, 8am to 5pm and Friday's 8am to 4pm Benefits
• 401(k) plus matching
• Base salary with bonus potential
• Health benefits
• PTO We offer a great working environment in a beautiful and professional office location.

This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client's lives. Non-business majors, please feel free to apply! This is an entrance into the financial planning industry and we provide a great environment to learn and gain experience. For more information about our company, please visit our website https://bloomwealthadvisors.com/. To apply, please send us a cover letter and resume.

Job Type:

Full-time Pay:

$50,000.00 - $60,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Parental leave

Education:

Bachelor's (Required) Ability to

Commute:

Boulder, CO 80302 (Required) Ability to

Relocate:

Boulder, CO 80302: Relocate before starting work (Required)

Work Location:

In person