Client Coordinator

Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Our Company

Trail Ridge Wealth Management, Inc. (TRWM), provides wealth management services to high-net-worth individuals and families and the trusts and charities they create. Services are provided through two wholly owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA), is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC), is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming. TRWM is owned by its five founders, who are active in the company as officers and/or directors.

Why Work at Trail Ridge Wealth Management?

TRWM’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

About the Client Coordinator Role

We pride ourselves in delivering an exceptional experience to our clients. Good communication with our clients is critical: it must be timely, responsive, and delivered with empathy and a sense of urgency. The Client Coordinator plays an important role in defining the day-to-day experience of the company’s clients. The Client Coordinator not only interacts regularly with clients in servicing their accounts, but also with their account custodians. The successful candidate will join an experienced team of advisors and professionals servicing high net-worth individuals and the trusts and charitable organizations they create and will have a commitment to and passion for delivering exceptional service to the company’s advisors, clients, and associates.

Client Interaction and Relationship Management

Client Service

·      Serve as a point of contact for TRWM clients, handling inquiries, requests, and money movement and resolving issues in a timely, professional, and empathetic manner, consistent with TRWM Service Standards, as directed

·      Refer client requests to appropriate colleagues, as needed

·      Process IRA qualified charitable distributions

·      Work closely with advisors and trust officers to serve various client needs

·      Maintain client confidentiality and assist in identifying potentially fraudulent activity

Client Meeting Preparation

·      Prepare and organize meeting materials, including performance reports, agreements or forms that need to be updated, etc.

·      Schedule meetings, consistent with the frequency and format specified in their Client Priorities and Communications Preferences forms, as directed

Client Education. Show clients how to read custodian and/or trust statements and access and navigate custodian and company online portals.

Operational and Administrative Support

Account Setup and Maintenance

·      Prepare and process client paperwork and documentation, including new account acceptance forms, account applications and related documents, asset transfer forms, and investment advisory agreements

·      Initiate and monitor custodian service requests and communicate with custodians as needed to resolve such requests

·      Contact financial services companies and other service providers on behalf of TRTC clients, as directed, to add TRTC as an authorized party, to obtain relevant documentation, etc.

·      Complete documents accurately and timely

·      Properly save documents to the client file, consistent with TRWM’s service standards

·      Maintain digital signature (e.g., DocuSign) templates

CRM Utilization

·      Use and maintain the company’s client relationship management (CRM) software (e.g., Wealthbox) to track all client information and interactions

·      Use the CRM to organize tasks and track workflows

·      Set up new clients in the CRM as part of the new client onboarding process

·      Input and update CRM data accurately and completely

Backup for Administrative Support Functions, including:

·      Pay bills and make disbursements on behalf of clients, as instructed

·      Answer and route office phone calls and emails

·      Process mail: Retrieve, scan, label, save according to our policies and procedures

·      Manage office supply inventory and office equipment

·      General office organization

·      Office vendor management

General

·    Service Standards.  Comply with TRWM’s service standards.

·    Compliance. Comply with company policies and procedures and applicable laws and regulations.

·  Workflows and Processes. Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.

·  Accuracy and Timeliness. All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.

·   Communication with Colleagues. Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

·      Complete other tasks as assigned.

Trail Ridge Values

·      Accountability. I take ownership of decisions and results within the scope of my role.

·      Initiative.  I identify what needs to be done and take appropriate action without needing to be asked.

·      Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

·      Collaboration. I work in partnership with others to accomplish goals and tasks.

·      Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations. If my role is not client facing, I consider and understand how my work affects our clients and am guided by that focus

·      Learning Orientation. I develop my knowledge, skills, and abilities to continuously improve.

Qualifications

●    High school diploma required; bachelor’s degree preferred

●    Minimum of 2 years of experience in the financial services industry; at least 3 - 5 years of such experience preferred

●    Superior organizational, time management, and written and oral communication skills

●    Process-driven and proactive with excellent problem solving and analytical skills

●    Excellent attention to detail and ability to focus

●    Ability to manage multiple tasks, systems, and processes while meeting deadlines

●    Experience with Microsoft Office, particularly Excel and Word, required

●    Familiarity with Google Workspace and DocuSign preferred

●    Ability to lift 20 pounds

●    Valid driver’s license

●    Pass a basic computer skills assessment

Benefits

In addition to rewarding and meaningful work, we offer, for eligible employees depending on the number of hours worked*:

• 401(k) qualified retirement plan with company match
• Medical and dental plans
• Paid life insurance
• Paid short-term and long-term disability coverage
• 10 paid holidays per year
• Generous paid time off (PTO) program

* TRWM’s Employee Handbook contains details regarding eligibility for each benefit program

Compensation: $20-30 hourly, depending on experience and qualifications.

Work Hours: This is a full-time position (40 hours per week) in our Fort Collins office.