Wealth Management Client Associate - Advisor Support
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Sales, Financial Advisor / Consultant
Merrill Wealth Management in Boulder, CO is seeking a client service professional to support Financial Advisors and their clients. You will handle inquiries, educate on services, and ensure timely materials while maintaining risk controls.
This role requires strong communication, a client-centric mindset, and comfort with technology platforms such as Salesforce. Some onsite work, 37.5 hours/week, and competitive benefits are offered.
This role, Wealth Management Client Associate - Advisor Support at Colorado Psychiatric, could be your next opportunity.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Boulder, CO, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 34.000 - 61.000.
We aim to respond to suitable candidates as soon as possible.
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