- Passion for Hard Work: We value individuals who love to work hard and take ownership of their role
- Challenging Work Environment: We provide opportunities to work on complex situations and grow both personally and professionally
- Client Focus: We are passionate about delivering unparalleled service and creating a positive and lasting impact on our clients' lives
- Team Excellence: We highly value collaboration and support each other to achieve the best results
- Deliver exceptional customer service to clients through personalized outreach and professional communication
- Provide comprehensive financial planning support by collecting and coordinating information
- Prepare investment account paperwork and manage the transfer of assets
- Respond promptly to client service requests, troubleshoot service issues, and provide effective solutions
- Assume cashiering function with custodians, ensuring accurate and efficient financial transaction processing
- Interface with custodians to complete new account applications and various account maintenance items, process cash and securities transactions, follow up as needed
- Update and maintain client status and information within CRM and all internal systems and reports
- Monitor and streamline workflows for client service and business operations tasks
- Proactively communicate with advisory team, providing updates and addressing concerns
- Conduct research, prioritize issues, and follow up on incoming inquiries
- Proactively manage schedules and prioritize appointments for efficient operations
- Train and supervise other employees
- Offer IT support to maintain computer hardware and software systems
- Assist in creating marketing materials and campaigns to support business growth
- Manage special projects with resourcefulness and problem-solving skills
- Provide support to affiliated companies
- Utilize QuickBooks for bookkeeping tasks, as needed
- 2+ years of experience working within a financial advisor's office is required; 5+ years preferred
- Bachelor's degree highly preferred, or equivalent work experience
- Solid understanding of investment and financial planning management concepts
- Familiarity with industry-specific software
- Advanced level proficiency in Microsoft Office
- Proficiency in technologies including Dropbox, Slack, Salesforce, and Windows devices/software
- A passion for hard work and a love for taking ownership of challenging problems
- Client-focused mindset with a commitment to delivering exceptional service
- Ability to maintain grace and poise under pressure in a fast-paced environment
- Strong follow-through and ability to manage multiple projects and deadlines effectively
- Comfortable making mid-level decisions and judgment calls
- Goal-oriented with a commitment to excellence and continuous improvement
- Excellent oral and written communication skills
- Ability to pass an intensive securities industry background check
- Bookkeeping experience is a plus
-
Senior Client Service Associate
3 weeks ago
TalentLink Solutions Delta, United StatesCompany Overview: We are a trusted financial services firm serving families across Colorado, the Rocky Mountain Region and the High Plains. With a focus on integrity, comprehensive financial planning, and exceptional client service, we help families grow and protect their wealth. ...
-
Ap Team Lead
3 weeks ago
RS Integrated Supply Montrose, United States**ABOUT US**: · **RS Integrated Supply is a rapidly growing leader and global provider of comprehensive supply chain services that drive increased productivity and profitability for our clients, including: Supply Chain Services, Asset Services, Master Data Leadership SM and Techn ...
-
TARLANI Healthcare Montrose, United States**Hiring Travel Licensed Vocational Nurse** · Align yourself with an organization that has a reputation for excellence Tarlani Healthcare was awarded the Medicare?s 5 out of 5 stars rating for providing the highest-quality medical care in Menifee Area, all of Riverside County, Be ...
-
2nd Deputy Prothonotary/clerk of Courts
2 weeks ago
Susquehanna County Montrose, United States**SUSQUEHANNA COUNTY POSITION DESCRIPTION** · **TITLE: SECOND DEPUTY PROTHONOTARY/ CLERK OF COURTS** · **DEPARTMENT: PROTHONOTARY/CLERK OF COURTS** · **LOCATION: SUSQUEHANNA COUNTY COURTHOUSE** · **REPORTS TO: PROTHONOTARY/CLERK OF COURTS** · **SUPERVISES: NONE** · **RATE: $14.53 ...
-
Second Deputy Recorder of Deeds
1 week ago
Susquehanna County Montrose, United States**SUSQUEHANNA COUNTY POSITION DESCRIPTION** · **TITLE: SECOND DEPUTY RECORDER OF DEEDS/REGISTER OF WILLS** · **DEPARTMENT: REGISTER OF WILLS, RECORDER OF DEEDS & CLERK OF ORPHANS COURT** · **LOCATION: SUSQUEHANNA COUNTY COURTHOUSE** · **REPORTS TO: ELECTED OFFICIAL - RECORDER OF ...
-
CDL-A Driver
1 week ago
Core-Mark Delta, United States**Description** · **We Deliver the Goods:** · + Pay: $55/k - $60/k average per year · + Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more · + Growth op ...
-
MLT - Evenings
3 weeks ago
Delta Health Delta, United States· Delta Health offers health care professionals and people from all walks of life an opportunity to find fulfillment in their jobs as part of a close-knit team. We pride ourselves on our positive work culture . Our team members understand our fundamental commitment to the commun ...
-
Vision Associate
3 weeks ago
Walmart Delta, United StatesWalmart - 37 Stafford Ln - [Customer Service / Retail Associate / Team Member / from $14 to $26-hr] - As a Vision Associate at Walmart, you'll: Provide great customer service; help customers see better by helping them choose the perfect set of glasses; Answer customer questions; ...
-
Restaurant Manager
3 weeks ago
LTD Hospitality Delta, United StatesLTD Hospitality Group is seeking highly motivated, strategic leaders with expertise in effective and efficient hotel operations. Our ideal candidates should exude a passion for the hospitality industry that will attract and inspire associates to cultivate an exceptional guest exp ...
-
Integrated Behavior Health Clinician
2 weeks ago
Pediatric Associates Delta, United StatesJob Title: Integrated Behavioral Health Clinician · Company: Pediatric Associates Prof., LLC · Location: Delta & Montrose Clinics (Western Colorado) · About Pediatric Associates: · For over 45 years, Pediatric Associates has been a leading pediatric healthcare provider in Wester ...
-
Front Desk Associate
3 weeks ago
LTD Hospitality Delta, United StatesBenefits:Competitive salary · Employee discounts · Flexible schedule · Health insurance · Opportunity for advancement · Paid time off · Training & development · LTD Hospitality Group is seeking highly motivated individuals with expertise in effective and efficient hotel operation ...
-
Front Desk Associate
2 weeks ago
LTD Hospitality Delta, United StatesBenefits:401(k) · 401(k) matching · Competitive salary · Employee discounts · Health insurance · Opportunity for advancement · Paid time off · Signing bonus · Training & development · LTD Hospitality Group is seeking highly motivated individuals with expertise in effective and ef ...
-
Front Desk Associate
3 weeks ago
LTD Hospitality Delta, United StatesBenefits:Competitive salary · Employee discounts · Flexible schedule · Health insurance · Opportunity for advancement · Paid time off · Training & development · LTD Hospitality Group is seeking highly motivated individuals with expertise in effective and efficient hotel operation ...
-
Cart & Janitorial Associate
3 weeks ago
Walmart Delta, United StatesWalmart - 37 Stafford Ln - [Custodian / Cart Attendant / Team Member / up to $23-hr] - As a Cart & Janitorial Associate at Walmart, you'll: Ensure customers have a great first and last impression; Gather carts from the parking lot; Operate equipment to move carts from the parking ...
-
Room Attendant
3 weeks ago
LTD Hospitality Delta, United States***SIGN ON BONUS & OPPORTUNITIES FOR GROWTH*** · LTD Hospitality Group is seeking highly motivated individuals with a desire for excellence and a service-oriented attitude. Our ideal candidates should exude a passion for the hospitality industry that will cultivate an exceptiona ...
-
Restaurant Server PT AM Weekends
3 weeks ago
LTD Hospitality Delta, United StatesBenefits:Competitive salary · Employee discounts · Health insurance · Opportunity for advancement · Paid time off · Signing bonus · LTD Hospitality Group is seeking highly motivated individuals with expertise in effective and efficient restaurant operations. Our ideal candidates ...
-
Restaurant Server Full Time
3 weeks ago
LTD Hospitality Delta, United States Full timeBenefits:401(k) · 401(k) matching · Employee discounts · Flexible schedule · Health insurance · Opportunity for advancement · Paid time off · Signing bonus · LTD Hospitality Group is seeking highly motivated individuals with expertise in effective and efficient restaurant operati ...
-
Transfer Team
1 week ago
Park Lawn Corporation Delta, CO, United StatesWhy Work for Taylor Funeral Service and Crematory? · Service · * At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual. · * Work with leading experts in the funeral and ...
-
Cook
3 weeks ago
LTD Hospitality Delta, United StatesBenefits:Competitive salary · Employee discounts · Flexible schedule · Health insurance · Opportunity for advancement · Signing bonus · Training & development · LTD Hospitality Group is seeking highly motivated individuals with expertise in effective and efficient restaurant oper ...
-
Bartender Full Time
3 weeks ago
LTD Hospitality Delta, United States Full timeBenefits:401(k) · 401(k) matching · Competitive salary · Employee discounts · Health insurance · Signing bonus · Training & development · LTD Hospitality Group is seeking highly motivated, strategic leaders with expertise in effective and efficient restaurant operations. Our idea ...
Senior Client Service Associate - Delta, United States - TalentLink Solutions
Description
Company Overview:
We are a trusted financial services firm serving families across Colorado, the Rocky Mountain Region and the High Plains. With a focus on integrity, comprehensive financial planning, and exceptional client service, we help families grow and protect their wealth. Our team is dedicated to excellence and collaboration, and we're committed to fostering a dynamic work environment where individuals who thrive on hard work and tackling challenges can excel.
Why Join Us:
As a Senior Client Service Associate at our firm, you will play a critical role in supporting our clients and ensuring the smooth operation of our business. You will support our advisors, our clients, and our continued growth, ensuring smooth firm-wide operations centered on client service including client-specific, account-specific, and general business functions. You will be responsible for various tasks, including financial planning support, schedule management, IT support, paperwork completion, customer service, marketing support, project management, and assisting affiliated companies. Because the position assists and touches the firm's entire operational scope, you will strategize with leadership and bring ideas for improvement, along with the tenacity and project management capabilities to implement them. We seek a candidate who embodies humility, a growth mindset, reliability, and exceptional communication skills. This is a dynamic, fast-paced position that requires individuals who are committed to delivering exceptional results.
Responsibilities:
