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Wealth Client Services Associate

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: Lido Advisors
Full Time position
Listed on 2026-02-16
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking an Associate for Private Client Services to support Wealth Advisors and enhance the client experience. Responsibilities include managing new client onboarding, providing exceptional client service, and maintaining detailed client records. The ideal candidate has a minimum of one year in a client support role, strong communication skills, and proficiency in Excel.

This role offers opportunities for professional growth in a fast-paced environment.
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Position Requirements
10+ Years work experience
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