Client Service Assistant

Role Overview

Investment Center Advisor Group has proudly served families with excellence in comprehensive financial planning since 1984. We are excited to add a new Client Service Assistant to our team in Northern Colorado. This front-desk role is pivotal in delivering the warm, attentive, and memorable service our clients deserve—setting the tone for hospitality from the very first interaction.

Financial planning, to us, is about helping people pursue their life goals, dreams, and security—not just managing money. We treat every client with the same genuine care we would extend to our own family and friends. As the #1-rated team by Readers Choice, for investment and financial services in Northern Colorado for 2025*, we seek someone with a caring heart, a spirit of hospitality, attention to detail and follow-through, and a true enjoyment of connecting with people.

This position offers the opportunity to make a meaningful daily impact while being supported by a collaborative, purpose-driven team. Prior customer service experience (ideally in a professional office or financial services environment) is preferred, but we will train the right person who embodies our values.

Key Qualities We Seek

• Deep love of people and joy in helping/serving others
• High level of professionalism and polished presence
• Kind, friendly, and approachable personality
• Excellent telephone etiquette and communication skills (verbal and written)
• Team-oriented mindset and collaborative spirit
• Strong computer skills — proficient with basic business applications, Microsoft Office, Zoom, CRM platform, scheduling tools; quick learning.
• Highly organized, with the ability to anticipate needs, multitask, and follow through reliably
• Proactive, positive, can-do attitude
• Genuine desire to have a meaningful, positive impact on clients’ lives
• Attention to detail and commitment to accuracy (especially with sensitive client information)

Key Responsibilities

The Client Service Assistant serves as the welcoming first (and often primary) point of contact, creating a warm, professional atmosphere while handling a mix of client-facing and administrative tasks. This allows our advisors to focus fully on financial planning and client relationships.

• Greet and welcome clients/visitors in person with warmth and positivity; keep the front office, reception area, and conference rooms tidy, inviting, and well-stocked (e.g., fresh coffee, water, occasional fresh-baked cookies).
• Answer and manage incoming communications professionally and promptly — including phone calls, MyRepChat messages, faxes, website inquiries, and team emails; route/assign follow-ups appropriately.
• Schedule, confirm, and manage client appointments; send confirmation/reminder emails; prepare conference rooms and set up Zoom meetings as needed.
• Oversee advisors’ calendars — review and confirm weekly schedules.
• Handle pre-and post-meeting processes — follow up via Precise FP, organize documents, and prepare meeting folders/materials.
• Assist clients with routine service requests — address changes, name updates, banking info, contributions/distributions, check deposits, beneficiary changes, account access setup, paperwork signing, etc.
• Maintain client records in RedTail CRM — update profiles, tasks, documents, notes; add/verify trusted contacts; ensure confidentiality and compliance at all times.
• Manage document handling — scan, digitally file, open/sort/distribute daily mail; prepare occasional FedEx shipments for clients/advisors.
• Support client appreciation efforts — assist with mailing birthday cards, event invitations, and other personalized touchpoints.
• Perform general office support: restock supplies, light housekeeping, and assist with office opening/closing routines as needed.
• Collaborate across the team on processes, systems, and tools to ensure smooth operations.
• Adhere strictly to office policies, LPL Financial, and all industry compliance, regulations, and branch security protocols.

• Highly Desirable (Firm Will Support): Notary Public certification — if not already certified, we will pay for training and the simple process to become one (very useful for client paperwork).

Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree a plus.
• 1–3+ years of receptionist, administrative, or customer service experience preferred (financial services or professional office a strong advantage).
• Demonstrated ability to handle sensitive/confidential information with discretion.
• Comfortable learning financial industry tools and terminology (training provided).

What We Offer

• Competitive salary and performance-based bonuses
• Comprehensive benefits package (health, dental, vision, retirement contributions)
• Paid time off and holidays
• Supportive, family-like team environment
• Opportunities for professional development
• The satisfaction of truly making a difference in clients’ lives every day
  

*Award based on reader votes

Investment Center Advisor Group is an equal opportunity employer.