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Client Services & Operations Specialist - Financial

Job in Lakewood, Jefferson County, Colorado, USA
Listing for: Western Wealth
Full Time, Part Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Financial Services
Salary/Wage Range or Industry Benchmark: 26.5 - 32 USD Hourly USD 26.50 32.00 HOUR
Job Description & How to Apply Below

Western Wealth in Lakewood, CO is seeking an experienced administrative professional to support the day-to-day operations of our financial advisory practice, with a focus on client interaction, organization, initiative and accuracy. You will be the first point of contact, handle calls, schedule meetings, process accounts, and assist with reporting, documentation and compliance.

This role offers 25–40 hours weekly, Mon–Fri, with a pay range of $26.50–$32/hour depending on experience.

For the Client Services & Operations Specialist
- Financial position at Western Wealth, we are reviewing applications now.

Join Western Wealth and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Client Services & Operations Specialist
- Financial role at Western Wealth, based in Lakewood, CO, United States.

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