CLIENT SERVICES MANAGER - INVESTMENT MANAGEMENT

CLIENT SERVICES REPRESENTATIVE

INVESTMENT MANAGEMENT FIRM

DOWNTOWN DENVER

$40,000 - $55,000/YR

 

INVESTMENT ADVISORY FIRM, BROKERAGE FIRM OR BANKING EXPERIENCE REQUIRED

 

WORK CLOSELY WITH HIGH WEALTH CLIENT BASE

 

 

J. Kent Staffing is currently searching for a polished, professional Client Services Representative for a Denver based investment advisory firm in downtown Denver.  This client focused position works closely with Investment Advisors and Analysts to manage a national client base of individuals with $2+ million portfolios.  Client Services Rep will be assigned to approximately 70-80 clients and will oversee and execute a variety of tasks, including new accounts, transfers, quarterly performance reporting and cash flow management.  Must be committed to the firm’s mission to provide their clients with a level of care and attention that is head and shoulders above other firms providing the same services.    

 

Qualified candidates present with a college degree and a solid understanding of the financial markets.  4+ years of solid related experience required.  Previous client services experience in an investment advisory, financial services or banking institution highly desired. 

 

Our client has beautiful, professional offices in downtown Denver and an excellent benefit package to include 75% paid employee medical & 50% paid family coverage; paid parking and 3 weeks PTO to start. Position 9988.

 

To Apply For This Position:

Please email your resume as a MS Word (.doc) attachment to: 

monster@jkentstaffing.com



In the subject line of your email, please state:  "Your Name - Client Services Rep"