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Senior Client Services Advisor — UHNW Household Strategist

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Walton Enterprises
Full Time position
Listed on 2026-02-07
Job specializations:
  • Healthcare
Job Description & How to Apply Below
A family-led organization is seeking a Senior Advisor for Client Services in Denver, CO. This role involves ensuring an exceptional client experience by managing household relationships and coordinating across various teams. The ideal candidate has over 15 years of experience, strong financial acumen, and skills in project management and communication. They will maintain the household workplan, anticipate service needs, and deliver quality client communications while adhering to WEI standards.

The position offers a competitive salary and comprehensive benefits package.
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Position Requirements
10+ Years work experience
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