Client Service Associate - Loveland, CO
About The Position
At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence. As our firm continues to grow, we are seeking an experienced Client Service Associate to join our team in Loveland, Colorado. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service. The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.
Requirements
- Experience within financial services, wealth management, banking, insurance, mortgage processing, or a related industry
- 3+ years in client service, operations, onboarding, transfer processing, or relationship management roles required
- Mortgage processing professionals are encouraged to apply
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
- Self-starter who takes initiative and works well independently
- Excellent communication; written and verbal, professional and well spoken
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Securities and/or insurance licensing preferred or willing to obtain within 90 days
Responsibilities
- Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
- Build trusted relationships with clients while delivering a high-touch service experience
- Manage incoming client calls and coordinate timely resolution of requests and inquiries
- Maintain accurate documentation and detailed client notes within the CRM system (Salesforce)
- Support advisors by preparing for client meetings and ensuring a seamless client experience
- Prepare onboarding paperwork and documentation for new client relationships
- Coordinate and monitor account transfers from submission through completion
- Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
- Review applications and paperwork for completeness and accuracy before submission
- Prepare issued business for delivery and client follow-up
- Assist with new business processing and operational workflows
- Prepare client review materials and account summaries for upcoming meetings
- Assist with scheduling and client communications
- Support client reporting, mailings, and ongoing service initiatives
- Maintain database accuracy and assist with office operations as needed
- Provide backup phone coverage and collaborate with team members to ensure operational excellence
Benefits
- 401(k) with company match
- Medical insurance
- Dental insurance
- Vision insurance
- Paid Time Off
- Firm supports continuous learning and development
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
