BAM Advisory Group · 3 weeks ago
Investment Advisor Representative- Service Team
Lakewood, CO
Full-time
Onsite
Entry, Mid Level
$75K/yr - $90K/yrBAM Advisory Group is an independent advisory firm dedicated to empowering individuals to build healthy relationships with money. They are seeking a full-time Service Advisor to manage existing client relationships, ensuring exceptional service and support without the need for prospecting or closing new business.
Financial ServicesProfessional ServicesWealth Management
Responsibilities
Serve as the primary day-to-day contact for an assigned book of existing clients
Proactively reach out to clients for check-ins, information updates, and review scheduling
Help clients feel heard, cared for, and supported in every interaction—phone, email, or in person
Build and preserve long-term relationships that drive strong client satisfaction and retention
Translate Lead Advisor recommendations into clear action steps and execute them
Process and track investment changes, account updates, paperwork, and administrative follow-through
Explain approved recommendations and next steps to clients within licensing and compliance guidelines (without independently creating new strategies or products)
Coordinate with custodians, insurance carriers, and internal operations to ensure all transactions are completed smoothly and accurately
Manage the day-to-day administration of client accounts: address changes, beneficiaries, banking links, RMDs, automatic contributions/distributions, and more
Monitor accounts for required signatures, missing documents, and upcoming deadlines—and ensure timely resolution
Track important client dates and obligations (e.g., RMDs, plan milestones) and coordinate with the Lead Advisor to address them
Prepare review materials for client meetings: reports, performance summaries, planning snapshots, and documentation
Ensure all client data is current and accurate prior to meetings
Own the post-meeting follow-up list: confirm action items with the client, work with internal teams, and close the loop on every task
Document all client interactions and outcomes in the CRM in a clear, organized way
Maintain complete, compliant client files (digital and/or paper) consistent with regulatory standards and firm policies
Assist in gathering documents and reports for internal and external audits
Help ensure all paperwork, communications, and transactions are properly documented and compliant
Collaborate closely with Lead Advisors, planners, and operations team members to deliver a seamless client experience
Communicate client needs, questions, and changes promptly to the Lead Advisor so strategies can be updated as necessary
Contribute ideas to improve client service workflows, communication, and overall experience
Qualification
Required
Strong organizational skills and attention to detail
Excellent communication skills—both verbal and written
Ability to build relationships and instill trust with clients over time
Self-motivated, process-driven, and proactive in solving problems
Experience working in a fast-paced environment with strong follow-through
Ability to prioritize tasks, manage multiple relationships, and meet deadlines effectively
Preferred
Prior experience in financial services, client service, or a service advisor-type role preferred
Proficiency with CRM/database systems and Microsoft Office tools
Familiarity with financial or investment concepts is a plus; appropriate licensing (or willingness to obtain) is preferred
Benefits
Fully paid health and dental for yourself (no vision)
401k Plan
4-day epic pass
Team Experiences
Company
BAM Advisory Group
At BAM Advisory Group we are 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱 to maintaining the highest standards of integrity and professionalism in our relationships with you, our client.
Founded in 2010
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase