Wealth Management Specialist, Sr. jobs in Colorado Springs, CO

About our Firm:

Motivus Wealth Management is an independent financial advisory firm based in Colorado Springs, CO. We believe wealth creation is a generational journey, with many different phases throughout one’s lifetime. We serve a diverse group of individual and multi-generational clients and are deeply committed to helping our clients achieve their financial goals that help them live with confidence. We are looking to grow our team to provide even better service to our clients. An integral part of service we provide is done by our Client Service Associate.

About You:

You are a dynamic and hardworking individual who is looking for an opportunity to grow your career with an amazing team. You create an emotional association with clients and help show them that we care. You are detail oriented, and never let items slip through the cracks. You love continuously growing and stretching your skill set. You enjoy being a part of making people feel welcome and well taken care of, while also knowing you are contributing towards helping clients achieve different life goals. You want to add value and be a contributing member of a team.

Summary of Essential Duties:

The Client Service Associate role provides direct client service, operational, and administrative support to the firm and it’s clients. This role is the first point of contact with clients, coordinating client appointments and delivering an exceptional experience.

A successful Client Service Associate will:

• Make people feel well taken care of and doing what is appropriate to ensure their experience is exceptional
• Efficiently / accurately in completing administrative and operational tasks
• Increase operational efficiency and improve administrative procedures
• Minimize scheduling issues and conflicts
• Maintain high levels of client satisfaction and build relationships with firm clients

Responsibilities:

• Answer and make service related calls
• Schedule, calendar and manage tasks and activities in CRM and team members’ calendars
• Manage incoming and outgoing communications (telephone, email and faxes)
• Proactive client outreach following through on service model promises
• Manage client touches, birthday process, cards / gifts (Sympathy, Get Well, Thinking of You, etc.), and event logistics
• Complete operations / client service tasks as requested and train to be competent in all areas over time
• Update processes / procedures related to the position
• Complete back-up duties, requests and additional projects as assigned

Knowledge, Skills and Attributes:

• 4 Year college degree preferred
• Financial services experience preferred
• Comfortable working with industry related software
• Expert computer skills, including advanced knowledge of Microsoft Office, Excel and PowerPoint
• Strong math and analytical skills
• Excellent oral, written and interpersonal communication skills
• Professional appearance and demeanor
• Impeccable ability to maintain confidentiality and integrity
• Effective follow-up skills and ability to meet deadlines without prompting
• Flawless attention to detail and accuracy required
• Energetic, eager to learn, willing to cooperate
• Self-motivated with ability to work well independently and under direction
• Comfortable being a “team player” and doing whatever is needed, big or small

To Apply

Please send your resume and cover letter to us at service@motivuswealth.com. Please include your required compensation, if offered the position.

Equal Opportunity Employer.

Job Type: Full-time

Pay: $24.00 - $26.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• 401(k)
• 401(k) 4% Match
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Ability to Relocate:

• Colorado Springs, CO 80918: Relocate before starting work (Required)

Work Location: In person