Client Service Associate

Immediately
Dunston Financial Group
Lynn Dunston
1624 Market Street Suite 205 Denver, CO 80202 Phone: 720-874-9769
lynn@dunstonfinancialgroup.com
Email
Post Your Resume

The Client Service Associate provides overall administrative support to the Partner and Client Service Manager team, uses strong critical thinking skills to enhance processes, improve efficiencies; takes ownership of the role to organize and execute on responsibilities; thinks and acts in a proactive manner.

Duties & Responsibilities

• Notifies Client Service Managers of action items related to investment accounts

• Gathers and assists with completion of paperwork for clients

• Assists Client Service Managers and Partners as needed with preparation of reports for client review meetings

• Processes client management fees; records in system; follows up to ensure payment is received

• Assists with client mailings; processes incoming mail

• Ensures offsite files are inventoried

• Orders files from offsite as needed; tracks receipt and return of files

• Files appropriate documents in client files

• Faxes and copies for team as needed

• Scans and indexes documents as needed

• Maintains individual and team calendars

• Orders and maintains all supplies including forms, prospectuses, and useful research information

• Completes other projects as needed including organizing team events

• Fosters an environment of open, honest, and timely communication

• Ensures the vision and core values of Dunston Financial Group are incorporated into the duties and responsibilities of the position

Qualifications

• High school diploma; some college preferred

• Authorization to work in the U.S. without durational restrictions

• Proficient in Microsoft Office applications

• Proven success using critical thinking skills to enhance processes, improve efficiencies

• Work experience that demonstrates interpersonal and teamwork skills

• Must be organized, meticulous, detail-oriented, and able to multitask

• Ability to interact well with clients and all employees

• Commitment to excellent level of customer service

• Authorization to work in the U.S. without durational restrictions

Job Type: Full-time. Compensation and benefits can be discussed upon submission of resume.