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Wealth Management Client Services Advisor

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: Frey Consulting Group
Full Time position
Listed on 2026-08-20
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR
Job Description & How to Apply Below

The Millstone Evans Group in Boulder, CO is seeking a Service Advisor to manage client relationships and day-to-day account administration. You will drive execution, maintain attention to detail, and deliver high-level client service throughout the client experience.

You will support administrative, operational, and client service functions, contribute to special projects, and help the firm operate with accuracy, efficiency, and scalability as it grows.

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