Location: Broomfield, Colorado, USA
Category: Client Services
Salary: 60,000 - 75,000 USD / yearly
Full-time
TownTasks is seeking a Client Services Representative to support Advisors in delivering financial planning services. This role requires strong interpersonal skills, attention to detail, and compliance knowledge.
Collaborate with Advisors by collecting, inputting, and verifying data for financial plans.
Assist in running financial scenarios and finalizing plans, ensuring timely and accurate completion.
Maintain proactive client communication throughout the planning process.
Liaise with investment, insurance, and service delivery teams to gather essential information for developing comprehensive financial plans.
Work alongside Advisors to prepare meeting materials, including compliance-required account advice letters and detailed financial plans.
Attend client meetings when requested to provide additional support and ensure thorough follow-up on action items.
Prepare, verify, and process client forms, applications, and other documentation with meticulous attention to detail.
Organize and maintain confidential client records in compliance with established records retention policies.
Commit to ongoing learning to stay current with regulatory and Broker Dealer requirements.
Strong interpersonal and empathetic communication skills.
Decisive, confident, and respected in professional settings.
Excellent organizational skills with the ability to manage multiple tasks effectively.
Solid understanding of financial planning processes; familiarity with regulatory compliance is an asset.
Series 7 and Series 66 licenses are highly preferred.