Top 9 Client services associate Jobs in Milliken, Co

Client Service Associate - Loveland, CO
Advisor Talent Solutions —Loveland, CO
- $50,000 - $80,000 a year
- Monday to Friday
- Mid-level
- Office
- Health insurance
- Dental insurance
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- Microsoft Excel
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- Online Application
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Client Service Associate - Loveland, CO

Advisor Talent Solutions
Loveland, CO

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Job Details

$50,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer records maintenance
Investment advisory support
Confidential information handling
Customer relationship building
Operating systems
Account maintenance
Phone communication
Service scheduling
Client file management
Mid-level
Accurate transaction records management
Mortgage industry
Managing clients in a customer support role
Client database systems
Managing financial planning clients
Salesforce Cloud
Client retention
Client services
Investment account customer support
Sales management systems proficiency
CRM system proficiency
Productivity software
Data accuracy checks
Documentation Handling
Withdrawals
Account opening
Office phone management

Full Job Description

Position: Client Service Associate

Firm: Layman Lewis Financial Group

Location: Loveland, CO

Overview:

At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence.

As our firm continues to grow, we are seeking an experienced Client Service Associate to join our team in Loveland, Colorado. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service.

The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.

What you’ll do:

Client Experience & Relationship Management:

Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
Build trusted relationships with clients while delivering a high-touch service experience
Manage incoming client calls and coordinate timely resolution of requests and inquiries
Maintain accurate documentation and detailed client notes within the CRM system (Salesforce)
Support advisors by preparing for client meetings and ensuring a seamless client experience

New Business, Transfers & Operations:

Prepare onboarding paperwork and documentation for new client relationships
Coordinate and monitor account transfers from submission through completion
Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
Review applications and paperwork for completeness and accuracy before submission
Prepare issued business for delivery and client follow-up
Assist with new business processing and operational workflows

Advisor & Office Support:

Prepare client review materials and account summaries for upcoming meetings
Assist with scheduling and client communications
Support client reporting, mailings, and ongoing service initiatives
Maintain database accuracy and assist with office operations as needed
Provide backup phone coverage and collaborate with team members to ensure operational excellence

What We’re Looking For:

Experience within financial services, wealth management, banking, insurance, mortgage processing, or a related industry
3+ years in client service, operations, onboarding, transfer processing, or relationship management roles required
Mortgage processing professionals are encouraged to apply
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
Self-starter who takes initiative and works well independently
Excellent communication; written and verbal, professional and well spoken
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

Securities and/or insurance licensing preferred or willing to obtain within 90 days

What You’ll Get:

Pay & Perks:

$50,000 – $80,000/year, based on experience
401(k) with company match
Medical insurance
Dental insurance
Vision insurance
Paid Time Off
Firm supports continuous learning and development

Schedule:

In office: Monday – Friday, 9am-5pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

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client services associate jobs in milliken, co

Client Service Associate - Loveland, CO

Client Services Manager

Business Banking Client Manager

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