Client Onboarding & Success Specialist
Listed on 2026-10-07
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Customer Service/HelpDesk
Customer Success Management
BAM Advisory Group in Colorado is seeking a New Business & Client Services Associate to manage onboarding, account transfers, and paperwork with precision. You’ll support advisors by ensuring timely applications, accurate data entry, and proactive communication with clients and custodians.
Ideal candidates will have financial services experience, be highly organized, and thrive in a fast-paced environment. This full-time role is based on-site in Colorado and offers a salary aligned with
For the Client Onboarding & Success Specialist position at BAM Advisory Group, we are reviewing applications now.
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This posting is for the Client Onboarding & Success Specialist role at BAM Advisory Group, based in Lakewood, CO, United States.
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