Overview
We are looking for a full-time Client Service Specialist to join our small financial services team. This role combines client-facing responsibilities with administrative support to keep the firm running smoothly. From managing client communications and coordinating meetings to processing paperwork and maintaining the office environment, this position plays an important part in creating a professional, welcoming experience for clients while supporting advisors in their daily work.
Responsibilities include, but are not limited to:
Client Communications: Provide clear, timely, and professional communication across phone, email, and in-person interactions.
Client Engagement: Support clients with account needs, anticipate questions, and assist with paperwork to create a smooth and positive experience.
Administrative Support: Accurately process paperwork, maintain records, and provide day-to-day operational assistance to financial advisors.
Scheduling & Coordination: Manage calendars, book client meetings, prepare materials, and assist with follow-up communications.
Office Management: Maintain a clean, organized, and well-stocked office environment that reflects the firm’s professionalism and commitment to client care.
Qualifications
Experience in client service is preferred; prior administrative experience is highly valued.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
Strong organizational skills with the ability to set priorities and follow through.
Comfortable with technology and able to learn new tools quickly.
Professional, reliable, and client-focused, with strong interpersonal skills.
Able to handle sensitive information with discretion.
Adaptable and comfortable working both independently and within a small, collaborative team.
Why Join Us
At Vargas Wealth Management, we put clients first and treat them like family. Our small, collaborative team values long-term relationships, education, and integrity. You’ll join a supportive environment where your contributions make a real impact on both our clients’ lives and the firm’s growth.
If you’re passionate about delivering exceptional service, supporting clients through meaningful financial planning, and growing within a family-oriented team, we’d love to hear from you.
Visit us at www.vargaswealthmanagement.com. For questions email [email protected].
Skills Required
- Client service experience
- Prior administrative experience
- Strong written and verbal communication skills
- Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel
- Strong organizational skills and ability to prioritize and follow through
- Comfort with technology and ability to learn new tools quickly
- Professional, reliable, client-focused, and strong interpersonal skills
- Ability to handle sensitive information with discretion
- Ability to work independently and collaboratively
What We Do
Vargas Wealth Management is a Denver-based financial advisory firm established in 2009. It is committed to helping clients pursue their financial goals by balancing preparation for the future with living in the present. The company offers wealth-management and financial-planning guidance from its Denver office, with a mission centered on helping people make thoughtful financial decisions while maintaining that balance over time.
