Advisor Service Rep
2 weeks ago
Advisor Service Representative – Position Summary
Job Description - 100% in office with flexibility
Will answer phones- on average- 1-2 calls/day
We are looking for a Advisor Service Representative to support the client base of investment advisors. The Advisor Service Representative will report to the Chief Operations Officer and be responsible for interfacing on a daily basis with the firms investment advisory clients and their needs.
Responsibilities
• Provide client and administrative support to the company’s investment advisory client base, including the establishment of new accounts, asset transfers, money movements as well as other client directives
• Support relationships with broker-dealers
• CRM and database management
• Office administration
Desired Qualifications
• 3+ years in a client service support role. Undergraduate degree required
• Brokerage and investment advisory firm experience preferred
• Experience maintaining and protecting sensitive and confidential information
• Strong verbal and written communication skills; self-directed, highly organized individual with demonstrated ability to work in a fast-paced, flexible environment
• Advanced knowledge of Microsoft Office products
Benefits
• Medical, dental and vision healthcare coverage
• Retirement plan with 3% company match
• Short-term and long-term disability
• Paid time off of 15 days per year
100% IN OFFICE MUST HAVE FINANCIAL SERVICES BACKGROUND LOCAL CANDIDATES ONLY
-
Advisor Service Rep
2 weeks ago
denver, United States Prestige Staffing, Inc. Full timeAdvisor Service Representative – Position Summary Job Description - 100% in office with flexibilityWill answer phones- on average- 1-2 calls/dayWe are looking for a Advisor Service Representative to support the client base of investment advisors. The Advisor Service Representative will report to the Chief Operations Officer and be responsible for...
-
Service Advisor
1 month ago
Denver, Colorado, United States Asbury Automotive Full timeJob Title: Service AdvisorAsbury Automotive Group is seeking a highly skilled and experienced Service Advisor to join our team at Larry H. Miller Volkswagen. As a Service Advisor, you will play a critical role in ensuring the highest level of customer satisfaction and loyalty by providing exceptional service and support to our customers.Key...
-
Guest Services Rep Part
1 month ago
Denver, United States Extended Stay Full timeExtended Stay - 4444 Leetsdale Dr [Front Desk Agent / Concierge] As a Guest Services Rep at Extended Stay, you'll: Assist guests at all times and respond to guest requests with diligent follow through; Assist and provide reasonable accommodations in response to guest requests; Process reservations, registration, payment, and departures following company...
-
Sales and Service Advisor
3 months ago
Denver, United States Service Corporation International Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Accountable for serving client families by making at need cemetery arrangements, and selling pre-need arrangements. Sales Advisor serves families by providing exemplary personalized service and plays an essential role in generating...
-
Brand Rep
6 months ago
Denver, United States stand out for good, Inc Full timeWho Are We? Altar’d State is a rapidly growing women’s fashion brand with over 130 locations in 39 states. It feels like a sanctuary - a place of beauty from the inside out. From welcoming experiences and warm associates to thoughtfully curated products, our brand is built upon the founding principles of giving back and making a difference in the...
-
Customer Service Advisor
7 months ago
Denver, United States Valvoline Full timeAs a Customer Service Advisor, you are often the first and last face our customers see. You will create lasting impressions and build loyal customers by using product knowledge and services to present oil change options and additional services. No ma Service Advisor, Customer Service, Advisor, Retail, Customer
-
Financial Advisor
4 weeks ago
Denver, United States Alerus Financial, N.A. Full timeDescription We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Open to candidates located in Phoenix, AZ or Denver, CO. Position Summary: Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities....
-
Financial Advisor
4 weeks ago
Denver, United States Thrivent Full time $150,000*Meaningful work. Rewarding career.*Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the...
-
Financial Advisor
4 weeks ago
Denver, United States Thrivent Full time*Meaningful work. Rewarding career.*Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...
-
Retail Sales Rep
2 months ago
Denver, United States The AZEK Company Full timeAs our Retail Sales Representative you are responsible for supporting the sale of Azek and TimberTech products with retail home centers. You will develop relationships with the retail staff, conduct product knowledge training and provide sales assistance to the ProDesk. You are also responsible for contractor engagement in the company’s loyalty program....
-
Private Wealth Advisor
4 days ago
Denver, United States BOK Financial Full timeReq ID: 74987 Location: Denver -DEN Areas of Interest: Private Wealth Advisor Pay Transparency Salary Range: $120,000 Application Deadline: 12/31/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....
-
Automotive Service Advisor
1 month ago
Denver, Colorado, United States BIG O TIRES - DENVER (PECOS) Full timeJob SummaryWe are seeking a highly skilled and customer-focused Automotive Service Advisor to join our team at Big O Tires - Denver (Pecos). As a key member of our service team, you will be responsible for providing exceptional customer service, advising customers on their vehicle's tire and automotive service needs, and maximizing sales.Key...
-
Sales and Service Advisor
4 months ago
Denver, United States SCI Full timeOur associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Accountable for serving client families by making at need cemetery arrangements, and selling pre-need arrangements. Sales Advisor serves families by providing exemplary personalized service and plays an essential role in generating...
-
Senior Wealth Advisor
2 months ago
Denver, United States Nilsine Partners Full timeYour job in the role as a Senior Wealth Advisor is to work closely with clients in conjunction with the existing primary Advisor/Managing Director/Partner to clients in delivering high-touch service as part of the wealth management process. Nilsine Partners is a fast-growing $1billion+ RIA within the wealth management industry. The overall objective is to...
-
Senior Wealth Advisor
4 weeks ago
Denver, United States Nilsine Partners Full timeYour job in the role as a Senior Wealth Advisor is to work closely with clients in conjunction with the existing primary Advisor/Managing Director/Partner to clients in delivering high-touch service as part of the wealth management process. Nilsine Partners is a fast-growing $1billion+ RIA within the wealth management industry. The overall objective is to...
-
Senior Wealth Advisor
2 months ago
Denver, United States Nilsine Partners Full timeYour job in the role as a Senior Wealth Advisor is to work closely with clients in conjunction with the existing primary Advisor/Managing Director/Partner to clients in delivering high-touch service as part of the wealth management process. Nilsine Partners is a fast-growing $1billion+ RIA within the wealth management industry. The overall objective is to...
-
Senior Wealth Advisor
1 month ago
denver, United States Nilsine Partners Full timeYour job in the role as a Senior Wealth Advisor is to work closely with clients in conjunction with the existing primary Advisor/Managing Director/Partner to clients in delivering high-touch service as part of the wealth management process. Nilsine Partners is a fast-growing $1billion+ RIA within the wealth management industry. The overall objective is to...
-
Financial Service Advisor
1 month ago
denver, United States Garden Street Financial Group LLC Full timeAre you a financial services professional looking for a new opportunity to apply your skills? We are a service-oriented financial planning firm providing an array of services ranging from investments to insurance and retirement services. As an independent financial services firm, we value independence and maintain the highest professional standards.We are...
-
Financial Service Advisor
2 months ago
Denver, United States Garden Street Financial Group LLC Full timeAre you a financial services professional looking for a new opportunity to apply your skills? We are a service-oriented financial planning firm providing an array of services ranging from investments to insurance and retirement services. As an independent financial services firm, we value independence and maintain the highest professional standards.We are...
-
Financial Service Advisor
2 months ago
denver, United States Garden Street Financial Group LLC Full timeAre you a financial services professional looking for a new opportunity to apply your skills? We are a service-oriented financial planning firm providing an array of services ranging from investments to insurance and retirement services. As an independent financial services firm, we value independence and maintain the highest professional standards.We are...