Description
The Client Service & Operations Associate supports a wealth management practice by maintaining accurate client records, handling account paperwork, coordinating appointments and communications, supporting advisors, tracking follow-up items, and providing client service. The role is available part-time or full-time in Highlands Ranch, with a starting pay of $20-$25 per hour, medical coverage for full-time employees, and a remote-work option of up to two days per week after 90 days.
