Alpine Planning Group · 17 hours ago
Client Service Operations Coordinator/Financial Advisor Assistant
Littleton, CO
Full-time
Onsite
New Grad, Entry Level
$72K/yr - $90K/yrAlpine Planning Group specializes in delivering custom investment solutions tailored to the unique needs of each client. They are seeking a full-time Client Service Operations Coordinator/Financial Advisor Assistant to support client service operations and assist financial advisors in ensuring a seamless client experience.
Financial Services
Responsibilities
Managing client communications
Addressing inquiries
Coordinating account management tasks
Ensuring the efficient operation of office procedures
Providing exceptional customer service to maintain client satisfaction
Supporting the team’s financial advisory efforts
Qualification
Required
Strong Client Services, Customer Service, and Customer Satisfaction skills
Excellent Communication skills to effectively interact with clients and team members
High attention to detail and organizational skills
Ability to work effectively in an on-site, team-oriented environment
Proficiency with office software and tools, such as Microsoft Office Suite
Preferred
Understanding of financial concepts and familiarity with finance-related tasks
Bachelor's degree in Finance, Business Administration, or related field is a plus
Prior experience in financial services or client-facing roles is highly desirable
Company
Alpine Planning Group
Alpine Planning Group was founded on the principal of providing custom investment solutions for our unique clients.
Founded in 1999
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase