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Client Relationship Manager

Wealth Client Relations & Onboarding Associate

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: Lido Advisors
Full Time position
Listed on 2026-02-28
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
  • Business
    Client Relationship Manager
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, Client Relationship Manager to enhance client experiences by providing exceptional service and operational support. Responsibilities include onboarding new clients, responding to requests, and maintaining records. Candidates should have a Bachelor's degree, 1 year of relevant experience, and strong communication skills. This position offers a dynamic work environment with growth opportunities.
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Position Requirements
10+ Years work experience
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