Client Service Associate - Maleta Wealth Management in Colorado

Summary

The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors.

Essential Duties and Responsibilities

• Supports the advisors of a large book of business including managing client needs regarding service, administrative tasks and insurance underwriting
• Manage data and plans in financial planning software
• Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
• Identify sales and asset retention opportunities; including viable alternatives when...