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Client Service & Onboarding Specialist

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: 711 MS Smith Barney, LLC
Full Time position
Listed on 2026-06-03
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 35000 - 75000 USD Yearly USD 35000.00 75000.00 YEAR
Job Description & How to Apply Below

711 MS Smith Barney, LLC is seeking a detail-oriented candidate for client and administrative support. Responsibilities include providing service coverage for FA teams, helping cultivate client relationships, and executing money movement transactions.

Qualifications include a High School Diploma (college preferred), active Series 7 and 66 licenses, and strong organizational skills. The salary range is $35,000.00 – $75,000.00 per year, with a comprehensive benefits package.

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