Salary Range: $60,000.00 to $80,000.00 annually, or $30 to $40 per hour
Location: 7700 E Arapahoe Rd Ste 265, Centennial CO 80112
The Role
We are seeking a highly organized, service-oriented individual to join our team as a Client Service Associate. This position is part-time with consistent, daily hours, with the potential to grow into a full-time role over time.
Key Responsibilities
- Monitor and manage client account communications with our Charles Schwab service team.
- Generate documents to open new accounts, transfer accounts, and other account changes through Docusign and other applications.
- Communicate directly with clients by phone and email regarding money movement and account service requests.
- Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
- Leverage multiple touchpoints to strengthen client relationships (birthday cards, referral gifts, newsletters, website, and LinkedIn updates)
- Organizes and maintains client electronic files.
- Responsible for diligent record keeping in the proper databases.
- Supports client-facing teams through routine account maintenance.
- Assists efforts to complete firm-wide administrative projects.
- Training will be provided on firm systems, custodial platforms, and internal processes.
Who This Role Is Well-Suited For
This role is ideal for someone who enjoys being in the office, values structure and follow-through, and takes pride in creating an exceptional client experience. This role offers flexibility within a structured schedule. We believe this structure supports both client service excellence and work-life balance.
This position may be a strong fit for professionals returning to the workforce as well as individuals transitioning from another field who bring strong organizational skills, professionalism, and a service-oriented mindset. We value transferable experience and are committed to providing training and support to help the right person succeed.
Key Qualifications
- Demonstrated reliability, attention to detail, and professionalism, demonstrated in any capacity or career path.
- Strong interpersonal skills and a genuine desire to help others.
- Undergraduate degree or equivalent professional experience required.
- One or more years of experience in customer service, administrative, operations, or client-facing role preferred; transferable experience from other professional settings is welcome. Exposure to financial services preferred.
- Well-rounded individuals active in their community.
Careers Inquiries
Please send cover letter and resumes to:
Kirsten Hollander CFP™
kirsten_hollander@schaeferfinancial.com | 303.770.6700