Job description

Perspective Wealth Advisors is a mission-driven, detail-centric, and growth-focused financial planning firm that exists to bring clarity to the complex financial lives of busy and successful individuals. At our firm, Christ is the compass, and we believe wholeheartedly in the call to stewardship of time and resources.

The Client Operations Coordinator will play an integral part in executing that vision by directly supporting the firm's Advisors.

This role will be owning the following:

Providing a 'white glove' client experience
Serve as a point of contact for clients addressing inquiries and resolving issues promptly
Occasionally supporting in client meetings by taking detailed notes and executing tasks to ensure a seamless execution of the financial plan
Opening/servicing investment accounts
Conducting/tracking regular touchpoints
Handle administrative duties such as data entry, filing, and record-keeping
Executing the Service model

THE IDEAL CLIENT OPERATIONS COORDINATOR WILL BE:

HIGHLY organized, coachable, and detail-oriented
Passionate about financial planning
Energized by fostering client relationships and providing excellent service
Eager to collaborate with a tight-knit team
Growth-minded with a desire to increase knowledge through continuing education
Process oriented with a focus on the journey for continuous improvement and service to our clients

Preferred: Bachelor’s Degree

Location: Loveland, Colorado (Centerra) - Full Time/Part Time (On-Site)

Salary: $45,000k - 60,000k commensurate with experience + bonus opportunity

Full-Time Benefits: Medical, Dental, and Vision Insurance, and 401(k) after 6 months tenure

Perspective Wealth Advisors

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Client Operations Coordinator