Current Open Positions at Vital Investment Management: EMAIL -

Client Services Manager, Vital Investment Management:

Submit your resume via job post here: VIM CSM Position


Vital Investment Management, a new independently owned wealth management firm, located in beautiful Loveland, Colorado,  is seeking a highly experienced candidate for the very important position of Client Services Manager (CSM):


Requirements for the position include, but are not limited to:

Demonstrated experience in front office activities, including answering incoming phone calls and triaging clients to advisor(s)  as appropriate;  interacting with existing/prospective clients to provide the highest professional level of customer service;  completing and submitting account paperwork; entering data into Excel and other firm related software and forms; responding to and processing client administrative requests;  ability to fully engage with the Backoffice consulting firm on establishing performance reports, billing, and compliance related documents; assisting in the creation of firm-related forms and other paperwork as assigned.


Required Behavioral Attributes for this position:

As the Front Office face to our clients, we expect the qualified Candidate to have a demonstrated work history of delivering the highest level of customer service; trustworthiness, professionalism and  timely responsiveness to client needs/requests are of utmost importance;  the qualified Candidate will be an expert listener, with the ability to quickly  assess a particular question or situation and effectively move to problem-solving and decision mode to resolve customer service  issues to the satisfaction of our clients.


Desirable Experience for our Client Services Manager:

In addition to previous  office experience in a financial services setting,  experience with any of the following companies/software would also be highly desirable and a plus for candidates applying to this position:

  • Charles Schwab
  • Oranj / Tradewarrior
  • Great-West Annuities
  • Mailchimp
  • Junxure
  • WordPress
  • PortfolioCenter
  • Sharefile
  • eMoney
  • ModestPark (Portal)


For the right candidate, and based on what they can bring to this position, Vital Investment Management will offer a competitive compensation package that includes:

  • Full-time Employment: Office hours typically 8am-5pm Monday through Friday
  • Base Salary (based on experience)
  • Health Insurance (partial premium reimbursement)
  • Paid Vacation Days: 3 weeks (or more based on experience)
  • Paid Sick Days: 5 days (based on experience)
  • Paid Holidays: 11 days
  • Great work/life balance


If you feel you are a qualified candidate for this position, please submit your contact information and email your resume to


A VIM representative will contact those candidates who most closely represent a good fit for our position.


Position vacancy posting closes on June 1, 2019

Open Positions at Vital Investment Management

Client Service Manager

Do you have questions about Vital Investment Management? Feel free to contact us by filling in the form below.

General Questions

Office Address

1635 Foxtrail Drive

Suite 121

Loveland, CO 80538

Contact Number

Office:  (970) 776-3316

Cell:  (970) 412-0324