Client Service Associate (Fort Collins)

Client Service Associate (Fort Collins)

05 Jul 2024
Colorado, Fort collins / north CO 00000 Fort collins / north CO USA

Client Service Associate (Fort Collins)

Vacancy expired!

Open Position- Vision Financial Group

Position Summary:

Upscale financial planning firm in Fort Collins Colorado seeks full-time Client Service Associate.

Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.

This position will require 30 to 36 hours per week. An occasional evening will be required for client social events.

We provide a fun, team-oriented environment with great pay and benefits.

Position Overview:

The primary responsibility of this position is to provide administrative support for Financial Advisors by organizing and ensuring proper completion of all client paperwork, following-up on client service issues and maintaining electronic files.

Position Requirements:

Previous Financial Services (Investment Related) experience REQUIRED

Previous customer service experience required

Previous office experience required

Ability to communicate professionally with co-workers, customers and business contacts

Ability to investigate, research, and resolve problems or concerns

Ability to maintain confidentiality

Ability to make rule-based and analytical decisions

Ability to organize, prioritize and handle multiple tasks

Ability to pay close attention to detail, work under pressure and meet deadlines

Skill in operating various equipment including PC ,copier/scanner etc.

Skill in utilizing various software packages such as Microsoft Office & Outlook

Skill in verbal and written communication

Job Duties:

Perform and supervise general administrative and support functions for the office including maintaining electronic files, preparing paperwork, running reports, answering telephones, scheduling appointments, copying materials, faxing and overnight shipping documents

Organize, coordinate, and maintain all client paperwork, hard and electronic

Correspond with clients to complete new accounts, asset transfers, and other forms

Handle routine matters for client accounts including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and face to face

Research and resolve client service problems by contacting Home Office and Sponsor Companies to resolve problems or errors as needed

Ensure office procedures are followed

Record all transactions on appropriate logs

Set up client files correctly and obtain necessary information

Perform other duties and projects as assigned

Forward resume to:

Vision Financial Group

1336 Oakridge Drive #101

Fort Collins, CO 80525

Call for email address for sending electronic resume

Visit: www.visionfinancialgroup.net

The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

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