Careers

Client Services Manager, Vital Investment Management:

Submit your resume via Indeed.com 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 Careers@VIMadvisor.com. 

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