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Obermeyer Wealth Partners · 2 days ago

Senior Associate, Client Service

Denver, CO

Full-time

Onsite

Mid Level

$70K/yr - $95K/yr

3+ years exp

Obermeyer Wealth Partners is seeking a full-time Client Service Senior Associate to support its financial advisors and clients. This role is essential for enhancing the client experience by effectively communicating with clients and assisting with administrative tasks.

AdviceAsset ManagementFinanceFinancial ServicesRetirementRisk ManagementTax ConsultingWealth Management

Responsibilities

Provide excellent client service; anticipate needs, answer questions, and offer simple solutions

Communicate using effective, clear, and professional verbal and written language with a service and solutions orientation; maintain strong follow-through with clients and team members

Maintain strong client relationships by identifying client needs and offering solutions

Demonstrate a deep understanding of our services to address complex client inquiries

Prepare financial custodian paperwork and submit requests with a high degree of accuracy

Leverage our technology platforms for internal efficiency and to deliver results promptly

Maintain accurate records and utilize workflows across internal and external technology systems

Contribute to process improvement initiatives by providing feedback on client experiences

Collaborate on large projects, such as beneficiary reviews and required distributions

Support financial advisors with meeting preparation for existing and prospective clients

Adhere to industry requirements and client fiduciary responsibilities

Qualification

Wealth managementClient service experienceMicrosoft OfficeProject managementSalesforceFinancial custodial platformsCommunication skillsInterpersonal skillsOrganizational abilities

Required

Three or more years of relevant experience (including internships) in wealth management, financial planning, or finance-related industries (other experience also considered)

One or more year(s) of direct experience in client service at a financial advisory firm

Self-motivated individual with excellent communication and interpersonal skills, and who can work effectively on a team and independently

Demonstrated ability to build relationships and influence others, translating prior knowledge and experience into strong and productive relationships internally and externally

Strong project management and organizational abilities, proficiency at prioritization, the ability to simultaneously manage multiple tasks, and the ability to operate under tight deadlines

Working knowledge of Microsoft Office, client relationship management, and financial custodial platforms (Word, Excel, PowerPoint, Outlook, Salesforce, Schwab, Fidelity)