Job Description

COMPANY DESCRIPTION

At Tipton Weber Wealth Management, we deliver exceptional client experiences by combining innovative solutions with comprehensive financial planning expertise. Our collaborative team is dedicated to proactive problem-solving, integrity, and continuous professional growth. Join us as a Client Services Associate and help empower clients to achieve their financial goals while setting the industry standard for excellence.

JOB SUMMARY

As a Client Service Associate, you will enhance the overall client experience by providing outstanding support, safeguarding client assets, and offering seamless administrative and operational assistance to our Financial Advisors. In this role, you'll master firm policies, procedures, and digital capabilities to effectively interact with both new and existing clients, ensuring that every engagement reflects our commitment to proactive problem-solving, integrity, and continuous professional growth.

JOB RESPONSIBILITIES

Interacts daily on the phone and in person with prospective and existing clients to handle basic inquiries.

Onboard new client accounts, which includes the collection of required documents and client information.

Manage office compliance

Opens, transfers, and closes customer accounts while maintaining appropriate account records.

Processes and follows up on client documentation for proper maintenance of accounts.

Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

Enter and manipulate information into Contact Management System and Financial Planning software.

Use email and notes to track next step in planning process for client, set reminders as necessary.

Maintain all calendar related items, schedule and confirm all meetings.

Assists with marketing efforts.

Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare reports, and file & calendar maintenance.

Ensure client welcome card, birthday cards, Christmas cards, and other client notes/gifts are sent out as required in a timely manner.

Perform other duties as assigned.

JOB REQUIREMENTS

Education and/or Experience

High School Diploma/Equivalency

College degree preferred

Series 7 or industry experience is a plus

Knowledge/Skills/Traits

Strong computer skills and knowledge of Microsoft Office products with a technical aptitude

Excellent math skills

Exceptional interpersonal and client service skills

Detail orientated with superior organizational skills

Team player with the ability to collaborate with others

Ability to work in a fast-paced, evolving environment

Ability to prioritize tasks

Highly motivated

Punctual

Superior written and verbal communication skills

Passion for systems and processes

Professional appearance and attire

Location: Cortez, CO

Compensation: Commensurate with experience.

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Please do not contact job poster about other services, products or commercial interests.

Reports To:

Financial Advisor

Job Type: Full-time

Pay: From $15.00 per hour

Expected hours: 40 - 45 per week

Benefits:

Paid time off
Compensation Package:

Bonus opportunities
Schedule:

8 hour shift
Application Question(s):

In your view, what role do well-defined processes play in delivering exceptional client service?
Ability to Commute:

Cortez, CO 81321 (Preferred)
Ability to Relocate:

Cortez, CO 81321: Relocate before starting work (Preferred)
Work Location: In person