Wealth Client Experience Specialist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Windward Recruiting is seeking a Client Relationship Specialist to coordinate client meetings, manage paperwork, and be the trusted liaison between clients and senior advisors.
The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment.
Consider building your career as a Wealth Client Experience Specialist at Windward Recruiting.
We are currently recruiting a Wealth Client Experience Specialist for our team in Colorado Springs, CO, United States.
This is a genuine role to take on the Wealth Client Experience Specialist role at Windward Recruiting.
As a Wealth Client Experience Specialist, you will play an important part at Windward Recruiting in Colorado Springs, CO, United States.
We invite applications for the Wealth Client Experience Specialist position located in Colorado Springs, CO, United States.
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