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Client Relations Assistant

2 months ago

Denver, United States GHP Investment Advisors, Inc. Full time

Job Description

Start your career in financial services with GHP Investment Advisors. As a Client Relations Assistant, you will learn the wealth management industry from the ground up. 


GHPIA, named NerdWallet’s top financial advisor in Denver, is a fee-only financial planning and investment advisory firm offering comprehensive, integrated wealth management services for individuals and small businesses. Our team prides itself on building life-long relationships and providing unparalleled service to our clients.


The Client Relations Specialist position is an in-person role at our Capitol Hill office.


Responsibilities

  • Delivering white glove service to build strong relationships with clients
  • Serving as a liaison between clients and custodians, including managing client information and handling all cashiering and money movement requests
  • Coordinating the new client onboarding process
  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
  • Updating cost basis, tracking required minimum distributions, reconciling account information
  • Maintaining integrity of client data
  • Providing support with scheduling client meetings


  • Preferred Experience and Skills
  • Bachelor’s Degree
  • Series 65 or 66/7 preferred (may be obtained within a 180-day condition of employment)
  • Positive attitude, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
  • Excellent interpersonal, verbal, and written communication skills
  • Outstanding operational, organizational and follow-up skills
  • Ability to manage and process complex operational work
  • Self-directed with the ability to prioritize and manage competing tasks
  • Flexibility and adaptability
  • Problem assessment and resolution
  • Ability to multi-task in a fast paced and occasionally stressful environment

GHP Investment Advisors welcomes and supports team members from a wide range of backgrounds and life experiences. We strive to create a working environment in which all perspectives and contributions are valued.

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