Vice President Client Service

Auric Private Wealth Vice President Client Service

Job Title: Vice President Client Service

Location: Littleton, CO

Company: Auric Private Wealth, LLC

Auric Private Wealth LLC DBA Auric Capital Partners LLC is an independent wealth management firm dedicated to providing personalized financial planning and investment management for a select group of ultra high net worth clients. Our core values are Client Focus, Constant Improvement, Collaboration, Courage, and Creativity.

We are seeking a dedicated, detail- oriented, and organized individual to join our team as a Vice President Client Service. The Vice President Client Service will play a crucial role in supporting our advisors and ensuring exceptional service for our clients. This position offers an opportunity to work in a collaborative environment and contribute to the success and growth of our firm,

The person in this position will gain valuable experience across all aspects of an ultra high net worth wealth management firm. They will be involved in client relationships, investment management, planning, business development, marketing, and management of the firm. This position will have a lot of responsibility across multiple areas of the firm.

Ideally, this will be a two – three year position where the person will have exposure and training in all aspect of wealth management and then determine what area they want to focus on to further their career. This is a great opportunity for someone who is motivated to gain experience and springboard to a long and prosperous career in wealth management.

Responsibilities:1) Client Servicing a. Serve as the primary point of contact for client inquiries and requests b. Communicate with clients via phone, email, and in-person meetings to address their needs promptly and effectively. c. Assist in the preparation of client meetings and presentations2) Administrative Support a. Maintain client records and documentation accurately and securely b. Process account openings, transfers, and other administrative tasks. c. Assist in the preparation and processing of client paperwork, including account forms and agreements. d. Handle incoming and outgoing correspondence with clients and third party service providers. e. Daily monitoring of account alerts (ie: Margin alerts, collateral calls, deposits, check declines, overdrafts, funds due notifications, fraud alerts) f. Daily recap emails3) Operational Efficiency: a. Support the implementation and maintenance of operational processes and procedures. b. Ensure compliance with regulatory requirements and internal policies c. Collaborate with team members to streamline workflows and enhance productivity d. Identify opportunities for process improvements and contribute to their implementation4) Client Relationship Management a. Build and maintain strong relationships with clients based on trust, professionalism, and responsiveness. b. Anticipate and proactively address client needs and concerns5) Financial Planning a. Input data into financial planning software b. Ensure data integrity across multiple platforms6) Investment Management a. Assist Chief Investment Officer with investment analysis and portfolio management b. Sit in on meetings and phone calls with third party investment managers c. Monitor and fund alternative investment capital calls d. Coordinate subscription documents for private investments7) Business Development/Marketing a. Track developing new business opportunities in CRM b. Manage firm’s LinkedIn and Social Media c. Coordinate with outside marketing firm8) Business Management a. Create workflows to be input into Playbook Builder b. Train future client associate c. Proactively seek opportunities to service clients and improve processes

Qualifications:1) Bachelor’s degree in finance, business, economics, or a related field2) Previous experience in financial services industry3) Strong interpersonal and communication skills4) Excellent organizational abilities with a keen attention to detail and follow up5) Proficiency in Microsoft Office Suite: Excel, Word, Outlook, PowerPoint6) Ability to multitask, prioritize tasks, and work effectively under pressure.7) Commitment to upholding ethical standards and maintaining client confidentiality.

Ideal candidate will have experience for high end of salary Range1) CFP or have an interest in obtaining CFP2) Series 7 License or ability to obtain license within six months3) Experience with the following a. Sanctuary Wealth b. RIA Custodians: Pershing and/or Fidelity c. WealthBox d. eMoney e. Orion Advisor f. Alternative Investments: +Subscribe, DST Vision, obtaining K-1s and 1099-Divs g. LinkedIn h. Playbook BuilderBenefits:1) Competitive salary commensurate with experience $75k - $110k2) Potential Bonus or Profit Sharing3) Comprehensive benefits package, including health insurance and 401k4) Opportunities for professional development and advancement within the firm5) Positive and collaborative work environment with a focus on work-life balance.

Application Process:Interested candidates should submit a resume and cover letter outlining their qualifications and interest in the Vice President Client Service position to arman@auriccapital.com