Denver Financial Planning and Investment Management Firm seeks a detail-oriented, organized, and self-motivated client service team member that exhibits a strong desire to provide the client with an excellent experience. This person will assist clients to process custodial paperwork, disbursements, asset transfers as well as many other client service responsibilities.
Ideal candidate will be personable, proactive, and function seamlessly in a fast-paced TEAM environment. Position requires strong written/verbal skills, 1-3 years FINANCIAL SERVICES EXPERIENCE, enjoyment working with clients, and proficiency in MS Office. Knowledge of Salesforce and Schwab Institutional a plus. Email resume and cover letter to firstname.lastname@example.org and please include “Financial Services Client Specialist” in the subject line.
*Please only apply if you meet the required qualifications listed above.
About Sharkey, Howes & Javer
Sharkey, Howes & Javer focuses on a non-commissioned approach to financial planning and investment management serving clients in the Denver area, the United States and around the world. Established in 1990, our emphasis on partnership with our clients and their other professional advisors allow us to offer a comprehensive approach to long-lasting financial decisions. Our unique process and depth of knowledge sets us apart from other financial planning firms. We take great pride in the relationships we have cultivated over the years with our clients, and we strongly believe in providing objective advice with their best interests in mind.