Obermeyer Wood is seeking a full-time Client Service Associate to support its financial advisors and clients. This person will play a significant role in elevating the Obermeyer Wood client experience by communicating with clients, navigating our custodians’ requirements, assisting with administrative tasks, and leveraging technology. We view this role as essential to our firm’s and clients’ success.

At Obermeyer Wood, we are dedicated to thoughtfully investing client assets and partnering with them as they navigate life’s financial decisions. As one of Colorado’s largest independent advisory firms, our team has been recognized by Barron’s and Forbes for serving clients across the United States from our existing offices in Aspen and Denver; we are excited to introduce our soon-to-open Vail office.

ResponsibilitiesProvide 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.
Engage genuinely with our clients to understand and build lasting relationships with them.
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 client records and utilize workflows across internal and external technology systems.
Collaborate with colleagues 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.

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

Attractive compensation and opportunities for career growth are offered based on experience. We are offering a $60-80K base salary, 10-20% performance-based bonus, 10-20% contribution to a retirement account, 100% employee premium healthcare coverage, and continued learning reimbursement, among other benefits. The position is in-person Monday through Friday in our Denver, Aspen, or Vail office. Training will be based in Denver for 2-4 weeks.

Please reach out to opportunities@obermeyerwood.com with any questions.

Please note, in compliance with industry standards, candidates will be subject to a background, criminal, and credit check before hiring.

Obermeyer Wood Investment Counsel jobs

Client Service Associate