Client Relations Specialist

Company: GHP Investment Advisors, Inc.
Location: Aurora
Posted on: April 10, 2021

Job Description:

Company Overview - GHPIA is a fee-only financial planning and investment advisory firm that offers comprehensive, integrated wealth management services for individuals and small businesses. Our expanding client service demands have created an opening on our Client Relations team. We focus on building relationships and provide a highly personalized approach to client service. Job Description - The Client Relations Specialist will provide direct client support for a variety of daily transactions, including new accounts, money movements, and general support. The successful candidate will have a strong background in client service and relationship management roles within the financial services field. Responsibilities

• Preparing client related paperwork for financial plans, new accounts, account changes, and asset transfers
• Maintaining integrity of client data (address updates, name changes, etc---)
• Provide support to office manager for scheduling client meetings with advisors and other team members, and follow through to assure seamless client experience
• ollaborating with staff for delivery of timely and accurate information in response to inquiries and/or service issues
• Resolving administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions
• Assisting in the resolution of complex situations or requests. This would include but is not limited to: research and correction for tax reporting issues, alternative investments, transfers, and complaints
• Deliver white glove service and can build/maintain strong relationships with clientsQualifications/Skills
  • Bachelor's Degree or equivalent work experience
  • 3-5 years of Financial Services experience required
  • Series 65 or 66/7 preferred (may be obtained within a 180-day condition of employment)
  • Experience with managing relationships utilizing a CRM
  • Excellent interpersonal, verbal, and written communication skills
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
  • Self-directed with the ability to prioritize and manage competing tasks
  • Flexibility and adaptability
  • Problem assessment and resolution
  • Available to occasionally work outside of normal business hours
  • Entrepreneurial ambition to grow responsibilities
  • Ability to multi-task in a fast paced and occasionally stressful environment
    Salary Range $45,000-$60,000

Keywords: GHP Investment Advisors, Inc., Aurora , Client Relations Specialist, Other , Aurora, Colorado