Client Service Associate

Stordahl Capital Management, Inc. • Full-time • Greenwood Village, CO, US • from $75k / year • 1m ago

Client Service Associate

Stordahl Capital Management is seeking a Client Relationship Associate to join our firm located in Greenwood Village, Colorado. This is a unique opportunity to immediately become an integral and respected client service team member. In our organization, the Client Relationship Associate delivers the best service, experience, and outcomes possible to the firm’s clients.

Duties and Responsibilities

Helps with all client requests for deposits, withdrawals, and transfers
Assist with existing maintenance, such as beneficiary updates, address changes, name changes, etc.
Manage advisor schedules and meetings
Designs, builds, and maintains checklists and internal process guides
Establish and maintain client accounts, portfolios, and related data in Orion, our portfolio accounting software
Strive to improve our processes to consistently improve our client experience
Seek to integrate new technologies to improve our client experience

Requirements, Experience, Education, Competencies & Professional Skill

Preferred experience working with Charles Schwab and Schwab Advisor Center
Preferred experience working with Orion or related
Preferred experience with SalesForce
Strong interpersonal, verbal, and written communication skills
Exceptional phone conversation skills
Love of technology
Strong attention to detail and accuracy
Ability to work independently and within strict deadlines while managing multiple priorities and open projects
Caring and concerned nature
Excellent listener
Impeccable integrity, honesty, and professionalism

Benefits

Strong compensation package
Health Insurance – SCM will pay the first $1,000 of your premium per month
Robust 401k and Profit-Sharing Plan
Paid Vacation
Flexible hours and supportive work environment

Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service.