Client Service Associate
Stordahl Capital Management is seeking a Client Relationship Associate to join our firm located in Greenwood Village, Colorado. This is a unique opportunity to immediately become an integral and respected client service team member. In our organization, the Client Relationship Associate delivers the best service, experience, and outcomes possible to the firm’s clients.
Duties and Responsibilities
- Helps with all client requests for deposits, withdrawals, and transfers
- Assist with existing maintenance, such as beneficiary updates, address changes, name changes, etc.
- Manage advisor schedules and meetings
- Designs, builds, and maintains checklists and internal process guides
- Establish and maintain client accounts, portfolios, and related data in Orion, our portfolio accounting software
- Strive to improve our processes to consistently improve our client experience
- Seek to integrate new technologies to improve our client experience
Requirements, Experience, Education, Competencies & Professional Skill
- Bachelor's degree is preferred
- Preferred experience working with Charles Schwab and Schwab Advisor Center
- Preferred experience working with Orion or related
- Preferred experience with SalesForce
- Strong interpersonal, verbal, and written communication skills
- Exceptional phone conversation skills
- Love of technology
- Strong attention to detail and accuracy
- Ability to work independently and within strict deadlines while managing multiple priorities and open projects
- Caring and concerned nature
- Excellent listener
- Impeccable integrity, honesty, and professionalism
Benefits
- Strong compensation package
- Health Insurance – SCM will pay the first $1,000 of your premium per month
- Robust 401k and Profit-Sharing Plan
- Flexible hours and supportive work environment
Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service.