Client Services Consultant
2 months ago
Client Services Consultant
Are you passionate about delivering exceptional customer service and possess a strong work ethic? E.A. Buck Financial Services is seeking a dedicated and detail-oriented Client Services Consultant to support various industry-specific functions that contribute to the smooth operation of our office. Our commitment to prioritizing our clients is the cornerstone of our success. If you are looking for the resources and autonomy to build a rewarding career, we encourage you to explore this opportunity.
The Client Services Consultant will focus on three primary areas: 1) managing a personal portfolio of clients as a wealth management advisor, ensuring an outstanding planning experience through the utilization of our comprehensive product offerings; 2) processing new business applications for your clients and up to four financial advisors; and 3) serving as a client liaison for your assigned clients and the financial advisors you support.
Minimum Qualifications:
- Bachelor's degree is preferred
- Experience in client-facing roles within an office setting
- 5+ years of experience in the financial services industry is preferred
- CFP designation is preferred
- Life & Health insurance license along with either a Series 65 or a combination of Series 7 & 66
Essential Skills:
- Analytical thinking
- Self-motivated and directed
- Excellent interpersonal communication
- Highly organized
- Advanced computer proficiency
Key Responsibilities:
Wealth Management Advisor:
- Licensing: Maintain all necessary licenses in good standing to operate as a wealth management advisor.
- Compliance: Adhere to all regulations set forth by the contracted carrier, RIA, and B/D.
- Insurance: Keep active Errors & Omissions insurance.
- Fiduciary Duty: Act in the best interest of all fee-based clients.
- Meetings: Attend and engage in all required meetings as requested by management.
- Planning: Stay informed about best practices related to our planning processes.
- Product Knowledge: Keep updated on all products and investments that are integral to our planning approach.
- Client Communication: Aim to respond to all client inquiries within two hours or by the end of the day.
- Tools: Master and utilize various software tools to enhance the client planning experience.
- Client Meetings: Prepare thoroughly for all client meetings to ensure a comprehensive planning experience.
- Documentation: Record all client interactions promptly in our internal systems.
- Goal Setting: Establish and pursue annual, quarterly, and monthly sales objectives.
- Client Service: Deliver exceptional service that leaves clients feeling valued.
- Continuous Learning: Engage in ongoing education by reading financial and motivational literature.
New Business Processing:
- Manage incoming requests and review new business applications for completeness.
- Update new business information in our internal tracking systems.
- Assist advisors with application preparation and processing.
- Ensure timely submission of documents to relevant parties.
- Track pending new business activities daily.
Client Coordination:
- Participate in daily team meetings and ensure timely follow-up with clients.
- Maintain accurate client records in our CRM system.
- Prepare summaries for client meetings and ensure advisors are well-prepared.
- Assist with account servicing and documentation.
Compensation:
- Salary range: $70K-$80K
- Uncapped monthly commission structure
Benefits:
- 401k plan with automatic company contributions
- Comprehensive health, vision, and dental insurance
- Paid holidays and time off
Work Schedule:
- Monday to Friday, 8 AM to 5 PM (in-office)
Presented by Advisor Employee Services Thank you for considering the Client Services Consultant position. Advisor Employee Services is a consulting firm dedicated to representing top financial advisors across the nation. We pride ourselves on understanding the unique personnel needs of established financial professionals. If you believe you possess the necessary skills for this role, we invite you to apply.
-
Client Services Director
4 weeks ago
Denver, Colorado, United States Kennedy Jenks Full timeClient Services ManagerKennedy Jenks is seeking a seasoned Client Services Manager to lead our client-facing teams and drive business growth. As a key member of our team, you will be responsible for developing client strategies, assembling project teams, and executing plans to deliver exceptional results.Key Responsibilities:Lead new business pursuits and...
-
Client Services Director
1 week ago
Denver, Colorado, United States Kennedy Jenks Full timeJob Title: Client Services ManagerKennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Lakewood, Colorado.Key Responsibilities:Achieve sales targets by leading new pursuits and cultivating, establishing, and maintaining client and partner relationships.Accountable for ensuring successful project...
-
Client Service Associate
2 weeks ago
Denver, Colorado, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain customized presentation materials for client meetings,...
-
Director of Client Services
1 month ago
Denver, Colorado, United States Vladimir Jones Full timeJob Title: Director of Account ServicesAt Vladimir Jones, we are seeking a highly skilled and experienced Director of Account Services to join our team. This is a key leadership role that requires a strong understanding of client needs and a proven track record of delivering exceptional results.Job Summary:The Director of Account Services will be responsible...
-
Client Services Manager
3 days ago
Denver, Colorado, United States Kennedy Jenks Full timeAbout the Role:Kennedy Jenks is seeking an experienced Client Services Manager to join our team in Lakewood, Colorado. As a key member of our team, you will play a vital role in developing client strategies, assembling client teams, and executing plans to deliver KJ's services efficiently.Key Responsibilities:Achieve sales targets by leading new pursuits and...
-
Denver, Colorado, United States Aon Full timeAbout the RoleAon is seeking a highly skilled Analytics Engineering Client Delivery Sr. Consultant to join our team. As a key member of our commercial analytics team, you will be responsible for developing and delivering innovative analytics solutions to our clients.Key ResponsibilitiesDevelop and implement technical solutions to manage data, automate client...
-
Strategic Client Manager
3 days ago
Denver, Colorado, United States Alliant Insurance Services Full timeKey ResponsibilitiesAs a Strategic Client Manager at Alliant Insurance Services, you will collaborate with Employee Benefit Brokers/Consultants to develop and execute client-centered strategies. This role involves managing a book of business and directing the work of a multi-disciplined service team.Essential Duties and ResponsibilitiesExhibit proven...
-
Client Solutions Expert
2 weeks ago
Denver, Colorado, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a skilled Client Solution Specialist Senior to join our Corporate Banking organization in Denver, Colorado. As a key member of our team, you will provide sales, service, and execution support for new and ongoing client relationships, serving as a customer solutions resource and acting as a point of contact...
-
Client Solutions Expert
4 weeks ago
Denver, Colorado, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Solution Specialist Senior to join our Corporate Banking organization in Denver, Colorado. As a key member of our team, you will be responsible for providing sales, service, and execution support for new and ongoing client relationships.Key Responsibilities:Provide exceptional...
-
Financial Services Consultant
2 months ago
Denver, Colorado, United States Everence Full timeFinancial Services Consultant - EverencePOSITION OVERVIEWThe role involves guiding individuals and couples in harmonizing their financial choices with their core values and beliefs.KEY RESPONSIBILITIESProvide thorough advice on investments, insurance options, and philanthropic contributions.Identify and promote products within the assigned market...
-
Senior Client Service Associate
4 weeks ago
Denver, Colorado, United States Independent Bank (TX) Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Senior Client Service Associate to join our team at Independent Financial. This role is responsible for providing exceptional client service operations experience for Private Capital Management clients.Key ResponsibilitiesMaintain comprehensive client support for high-net-worth clients,...
-
Client Solutions Expert
3 days ago
Denver, Colorado, United States PNC Financial Services Group Full timeJob SummaryAs a Client Solutions Expert at PNC Financial Services Group, you will play a key role in providing sales, service, and execution support for new and ongoing client relationships. This position requires strong communication and problem-solving skills, as well as the ability to work effectively in a team environment.Key ResponsibilitiesProvide...
-
Application Services Consultant
1 week ago
Denver, Colorado, United States RSM Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our Managed Application Services (MAS) practice as a consulting intern. As a member of our team, you will have the opportunity to work with Microsoft's Dynamics 365 platform, combining technology and business to drive business operations efficiencies.ResponsibilitiesWork...
-
Tax Manager
3 days ago
Denver, Colorado, United States RES Consultant Group Full timeJob Summary: We are seeking a highly skilled Tax Manager with expertise in Real Estate and Construction to join our team at RES Consultant Group.Key Responsibilities:Review complex tax returns, including 1065's, with a focus on Real Estate and Construction clients.Manage client engagements, supervise project teams, and collect accounts receivable.Provide...
-
Senior Manager, Consulting Services
3 days ago
Denver, Colorado, United States Oracle Full timeJob DescriptionWe're on a mission to revolutionize healthcare with innovative technologies that empower patients, support clinicians, and inspire innovation. Our goal is to create a human-centric healthcare experience powered by unified global data.As a key member of our team, you'll play a critical role in ensuring operational policies are followed and...
-
Senior Client Service Associate
4 weeks ago
Denver, Colorado, United States Independent Bank (TX) Full timeJob SummaryThis role offers the opportunity to work in a hybrid environment, with the Talent Acquisition Team providing additional details during the interview process.The Senior Client Service Associate position is a self-motivated, detail-oriented client service role responsible for delivering exceptional client service operations experiences for Private...
-
Safety Consultant III
1 month ago
Denver, Colorado, United States SUN Technical Services Full timeJob Title: Safety Consultant IIIBHI Energy is seeking a highly experienced Safety Consultant III to join our team in Colorado. As a key member of our safety team, you will be responsible for representing the client in the field and ensuring compliance with safety regulations.Key Responsibilities:Conduct daily contractor crew observations to identify safety...
-
IT Consultant
3 days ago
Denver, Colorado, United States PCG Systems Full timeJob Title: IT ConsultantLocation: RemoteJob Type: Full-TimeSalary Range: $60,000 – $80,000 per yearAbout Us:At PCG Systems, we strive to deliver top-notch technology solutions to our clients. Our team is dedicated to excellence, innovation, and providing superior customer service. We are seeking a skilled IT Consultant to join our team.Position Overview:As...
-
Business Development Sales Consultant
4 weeks ago
Denver, Colorado, United States Integrity Fire Safety Services Full timeJob OverviewIntegrity Fire Safety Services is seeking a highly motivated and results-driven Business Development Sales Consultant to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining relationships with clients, and driving revenue growth for the...
-
Client Partner
2 weeks ago
Denver, Colorado, United States Slalom Full timeAbout UsSlalom is a purpose-led, global business and technology consulting company. Our approach is centered around delivering practical, end-to-end solutions that drive meaningful impact. With a strong presence in six countries and 49 markets, we deeply understand our customers-and their customers-to deliver solutions that meet their unique needs.Role...