Client Service Associate - land

Overview

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.

Position: Client Service Associate

Firm: Layman Lewis Financial Group

Location: Loveland, Colorado

Client Experience & Relationship Management:

• 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

New Business, Transfers & Operations:

• 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

Advisor & Office Support:

• 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

• Experience with in 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

• Securities and/or insurance licensing preferred or willing to obtain within 90 days

• $50,000 – $80,000/year, based on experience
• 401(k) with company match
• Medical insurance
• Dental insurance
• Vision insurance
• Paid Time Off
• Firm supports continuous learning and development

• In office:
  Monday – Friday, 9am-5pm