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Client Services Associate

Position ID: JMS/COclientservices
Location: Denver CO

Client Services Associate

Our client is a highly distinguished trust company with over $22.0 billion in assets under management. They provide Fee-based advisory services and excellent client service, evidenced by their client retention and team approach. They are part of a leading global financial institution sharing a commitment to outstanding client service and investment excellence.

 

They are looking for a Client Services Associate to:

* execute the more complex transactions required to support the high net worth client portfolios

* execute on securities pricing and capital calls

* complete securities processing for purchases and redemptions

* supervise all aspects of gifting (cash, in-kind, gift letters)

* opening of personal accounts, ongoing account administration

* manage clients’ quarterly tax payments and annual IRA contributions/RMDs

* provide administrative support (answer telephones, prepare correspondence, maintain files)

 

The desired candidate will possess:

* Bachelor’s degree or 4-5 years’ experience in trust and account administration and/or investments

* experience in personal tax, financial planning or investment management

* strong client service orientation

* knowledge of TrustDesk and ORS systems


Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.


To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/COclientservices in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/COclientservices

 

NO CALLS PLEASE

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