Careers

If you don’t see a position below that matches your skill set, but you’re intrigued about working with team that’s passionate about helping wealth management clients, then send us your resume.

Open positions:

We are currently seeking an individual who is passionate about client service and exceeding expectations to join our team as a 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 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 Compliance 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
  • Data entry
  • 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 New Client Bonus Program
  • Eligible for Profit Sharing Plan

Thank you for your interest. We look forward to reviewing your cover letter and resume.