Client Services Analyst

4 weeks ago


Denver, United States Aspen Grove Capital LLC Full time

Overview

Aspen Grove Capital, LLC is a registered investment adviser and multi-family office with offices in Avon and Denver, CO. Our firm is seeking the right candidate to join the Family Office Services team as an entry level Client Services Analyst. The new operations focused role will report to the Managing Director of Family Office Services and will ultimately be a critical member of the relationship management team for ultra-high net worth clients.

Job Responsibilities

The Client Service Analyst will primarily be responsible for assisting the Family Office Services team with financial and operational tasks and projects for ultra-high net worth clients.

Below is a listing of detailed job responsibilities including, but not limited to:

Support the Family Office Services team on family office client relationships. Execute administrative tasks, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service. Partner with other internal teams on client service processes and workflow. Prepare agendas and follow up for client calls and meetings. Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving. Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants. Promote and ensure respect for client privacy and confidentiality in all matters.

Education, Experience and Skills

Experience with Microsoft Office Suite, including Teams, SharePoint, Excel, PowerPoint, Word, and Outlook Ability to prioritize and manage multiple, simultaneous projects, set and meet attainable deadlines High level of initiative and the ability to work independently, as well as in a team environment Strong organizational, verbal, and written skills as well as problem-solving, financial analysis and research abilities Candidate must demonstrate professionalism through a positive and cooperative attitude, as well as maintain the confidential nature of client relationships and work product Proficient in QuickBooks or similar accounting package preferred but not required Bachelor’s degree or equivalent is preferred but not required Impeccable background and reference check

Compensation & Benefits

Salary: $70,000 Eligible for annual discretionary bonus 401(k) with annual match Full medical coverage Dental/vision insurance, long-term disability insurance; life insurance

#J-18808-Ljbffr


  • Associate Ombudsman

    1 week ago


    Denver County, United States State of Colorado Full time

    We are looking for a person who values public services and has a strong desire to help meet the needs of CPO clients. The qualified applicant must be passionate about providing quality customer service to all clients and serving as a leader in the ch Client Service, Analyst, Associate, Client, Retail


  • Denver, United States Core Ventures LLC Full time

    The Company: We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to...


  • Denver, United States Core Ventures LLC Full time

    The Company: We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to...

  • Client Service Support

    19 hours ago


    Denver, United States Core Ventures LLC Full time

    The Company: We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to...

  • Client Service Support

    22 hours ago


    Denver, United States Core Ventures LLC Full time

    The Company: We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client's uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to...


  • Denver, United States Matchstick Full time

    Job DescriptionJob DescriptionThe Company:We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every clients uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as...


  • Denver, United States Hamilton Barnes Associates Limited Full time

    Are you ready to become a vital part of this ITIL Service Desk team? You'll have the opportunity to join their dynamic ITIL Service Desk as a Service Desk Analyst (Polish), providing essential support to their clients. You'll be an integral part of their ITIL Service Desk, offering top-tier support to our valued clients. You'll have the autonomy to make a...


  • Denver, United States VCA Animal Hospitals, Inc. Full time

    Client Service Supervisor. We are seeking a highly experienced Client Service Professional to join our leadership team as Client Service Supervisor. Under direction from the Hospital Director and Client Service Manager, the Client Service Supervisor Client Service, Supervisor, Business Operations, Service Manager, Skills, Client Relations, Animal Care,...


  • Denver, United States Quick Box Fulfillment - Quick Holdings, LLC Full time

    Quick Box Fulfillment is looking for a Client Services Administrator to help with day to day tasks within the Client Services team. The Client Services team is responsible for all communications to the Quick Box client base. As part of the team you w Client Service, Administrator, Client, Business Services


  • Denver, United States Raymond James Financial Services Full time

    Job Description - Registered Client Service Associate-Scottsdale, AZ (2400874) Job Description Registered Client Service Associate-Scottsdale, AZ - 2400874 Description Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client...


  • Denver, United States Vcacareers Full time

    **Client Service Representative** Category: Hospital Client Service Location: Denver, CO, US **Job Description:** Job Description: Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is...


  • Denver, United States Moneta Group Full time

    Moneta is actively hiring a part-time Client Service Administrator to support client team operations by providing overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and ta Client Service, Administrator, Service Manager, Client, Retail


  • Denver, United States MGA Homecare Full time

    Company DescriptionMGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has opened its doors to MGA Behavior Therapy which offers Applied Behavior Analysis (ABA) and early behavior...


  • Denver, United States MGA Homecare Full time

    Company Description MGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has opened its doors to MGA Behavior Therapy which offers Applied Behavior Analysis (ABA) and early behavior...


  • Denver, United States MGA Homecare Full time

    Company DescriptionMGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has opened its doors to MGA Behavior Therapy which offers Applied Behavior Analysis (ABA) and early behavior...


  • Denver, United States MGA Homecare Full time

    Job DescriptionJob DescriptionCompany DescriptionMGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for over a decade. In 2022 MGA has opened its doors to MGA Behavior Therapy which offers Applied Behavior Analysis (ABA)...


  • Denver, United States VCA Antech, Inc. Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable...


  • Denver, United States USI Insurance Services, Inc. Full time

    Responsible for managing the operational activities of the unit/department in order to ensure consistent standards of service and professionalism. Required to perform essential functions and meet service standards, Best Practices, and Risk Management Client Service, Risk, Team Lead, Personal, Insurance, Business Services


  • Denver, United States Flexential Full time

    Job Description: The role of the Service Desk Analyst II is to provide professional, courteous, and effective technical support and customer service to all internal employees. At a high level, the role’s primary responsibility is to receive, prioritize, document and resolve/escalate end user’s requests and issues.Key Responsibilities and Essential Job...


  • Denver, United States Apollo Technology Solutions LLC Full time

    Position- Sr. Compliance Analyst Location- Colorado (Remote) Duration- 8 Month Note- Candidate Must be in Colorado to load the proposal , Will not accept contractors that are willing to move. Description The Governor's Office of Information Technology (Client) is seeking an analytical and detail-oriented Sr. Compliance Analyst with standards development...