Client Services Lead

3 months ago


Denver, United States Jobot Full time
Job DescriptionJob DescriptionBonus + Amazing Benefits + Upward Mobility

This Jobot Job is hosted by: Ryan Kilroy
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $75,000 - $120,000 per year

A bit about us:



About Us:

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. Founded in 2005 to fill a void of services that we personally experienced as clients. Everyone wanted to manage our money – no one wanted to help with the often confusing and time-consuming realities of having wealth. With more than a decade of service to families across the country, we possess the knowledge, experience, and skills that are vital to creating and managing multiple complex family offices.

To us, “family office” is not an add-on, it’s who we are

Why join us?



Duties and Responsibilities:

Client Services Lead Overview

· Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality

· Participate in brainstorming sessions on complex client strategies.

· Manage detailed execution of tax, estate, investment, entity, etc. strategies.

· Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution.

· Facilitate and/or assist in client meeting preparation and follow-up.

· Perform cash flow and financial planning analyses, including reviewing clients’ cash, liquid, illiquid, holdings and investment allocations.

· Communicate with clients in a professional, clear and concise manner

Coordination & Project Management

· Coordinate with third parties including: brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.

· Analyze, manage, execute and follow-up on cashiering requests including checks, wires, deposits, journals and ACH transfers.

· Assist with client tax planning and annual tax return preparation including gathering tax documents for clients’ accountants, processing payments of income and property taxes, and overall coordination.

· Coordinate private client loans by managing promissory notes, tracking loan activity, and providing clients and accountants with status updates.

· Manage and maintain the organization of client information within financial planning systems, CRM databases, online filing cabinets, etc.

· Work with the internal team to ensure reports and personal/business financials are accurate.

· Prepare needed forms for new bank, brokerage and bill pay accounts, obtaining signatures and following-up on account setup as needed.

· Assist with establishing various entities for clients filing/ tracking necessary paperwork related to those entities (primarily LLCs and Trusts).

· Manage clients’ private investments by preparing forms as needed, following-up on documentation, notifying various third parties, and coordinating with clients.

· Ensure timely insurance renewals and payments for clients.

Job Details



Candidate Requirements:

· Commensurate relevant experience. Financial or adjacent industry preferred.

· Degree from a top tier university.

· High attention to detail and organizational acumen.

· Polished presence and ability to communicate clearly in person and electronically.

· Ability to manage a significant workload (we compensate at the top of the market).

· Able to balance multiple non-congruent tasks with an eye for proper prioritization.

· Curiosity and willingness to learn something new.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
  • Client Services Lead

    9 hours ago


    Denver, United States Jobot Full time

    Bonus + Amazing Benefits + Upward MobilityThis Jobot Job is hosted by: Ryan KilroyAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $75,000 - $120,000 per yearA bit about us:About Us:We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures,...

  • Client Services Lead

    12 hours ago


    Denver, United States Jobot Full time

    Bonus + Amazing Benefits + Upward MobilityThis Jobot Job is hosted by: Ryan KilroyAre you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $75,000 - $120,000 per yearA bit about us:About Us:We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures,...

  • Client Services Lead

    1 month ago


    Denver, United States IWP Family Office Full time

    Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client,...

  • Client Services Lead

    2 weeks ago


    Denver, United States IWP Family Office Full time

    Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client,...


  • Denver, United States IWP Family Office Full time

    Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client,...


  • Denver, United States KennedyJenks Consultants Full time

    Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds...


  • Denver, Colorado, United States Gallagher Full time

    About Gallagher Benefit ServicesWe are a leading provider of workplace benefits solutions, helping clients create environments where employees thrive. Our team is dedicated to delivering high-quality service and driving positive change in the industry.The Branch Client Service Associate II plays a critical role in our success, responsible for delivering...


  • Denver, United States Advance HOA Management, Inc. Full time

    Qualifications3-5 years customer service / call center experience2-3 years leading a customer service team, call center, or functionOutstanding customer service skills and high standard for customer serviceExcellent written and verbal communication skillsExcellent computer skills (Excel, Word, PowerPoint, Outlook, Power Apps)Ability to manage and develop...


  • Denver, United States ResourceOne - Client Search Full time

    Job DescriptionJob DescriptionJob SummaryWe are seeking a Lead MRI/CT for a large Radiology Practice in the metro Denver market. This is a full time position.Job Qualifications/Job DutiesA Bachelor’s degree in radiologic technology or related field, required.ARRT-MRIARRT-CT3-5 years of experience as a CT and MRI Technologist.Performs MRI and CT procedures...


  • Denver, Colorado, United States Cetera Financial Group Full time

    Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.The base salary range for this role is $19.00 to $23.00 per hour, plus a competitive...


  • Denver, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...


  • Denver, United States Digible Full time

    Job DescriptionJob DescriptionCompany Overview:Privately owned and operated, Digible was founded in 2017 with a mission to bring sophisticated digital marketing solutions to the multifamily industry. We offer a comprehensive suite of digital services as well as a predictive analytics platform, Fiona, that is the first of its kind. At Digible, Inc. we love to...


  • denver, United States IWP Family Office Full time

    Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client,...


  • Denver, United States Paideia Denver Full time

    Job DescriptionJob DescriptionOur firm is looking for a Sales & Client Services Representative to proactively support and provide direct customer service strategies for a renowned client in the wireless industry. As the Sales & Client Services Representative, you will fuel the client's excitement as their direct point of contact. We need someone in this...


  • Denver, Colorado, United States Bachus & Schanker, LLC Full time

    About UsBachus & Schanker, LLC is a leading personal injury law firm dedicated to providing exceptional service to our clients. Our team of experienced professionals is committed to helping individuals and families navigate the complex process of seeking justice.Job OverviewWe are currently seeking a highly motivated Case Manager III to join our...


  • Denver, United States Quick Box Full time

    Job Description: 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 will be responsible for communicating with C-level employees both within Quick Box and our...


  • Denver, Colorado, United States Gallagher Full time

    We are seeking a skilled Client Service Associate II to join our team at Gallagher Benefit Services. As a key member of our client-facing team, you will be responsible for delivering high-quality and efficient service to both internal and external clients.Estimated salary: $55,000 - $65,000 per year.About the RoleThe ideal candidate will have a strong...


  • Denver, United States International SOS Government Medical Services Full time

    Company Description International SOS delivers customized medical and security risk management and wellbeing solutions to enable our clients to operate safely and effectively in environments far from home. Founded in 1984, we operate in 92 countries providing integrated medical solutions to organizations with international operations. Our innovative...


  • Denver, United States Banfield Full time

    Come Joni Our Team! Currently looking for friendly, professional, caring team members looking to learn and grow. Competitive pay, benefits, great environment. Previous experience helpful but not required, will train the right person. S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through...


  • Denver, United States AZDS Interactive Group Full time

    About Us:AZDS Interactive Group is the world’s leading digital agency for the luxury hospitality industry, offering innovative marketing and technology solutions to top-tier luxury travel brands that improve their branded guest experience and deliver measurable conversion increases in room nights and revenue. We pride ourselves on our cutting-edge digital...