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Wealth Client Relations Specialist

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: CAPTRUST
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 80000 - 95000 USD Yearly USD 80000.00 95000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Client Management Consultant to work with financial advisors in servicing and retaining client relationships. Responsibilities include managing relationships, providing exceptional client service, and onboarding new clients. Candidates should have a minimum of 5 years of client service experience and a four-year degree. The role offers a salary range of $80,000 to $95,000, along with various employee benefits.
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