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Wealth Operations & Client Service Specialist

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: First Western Financial, Inc.
Full Time position
Listed on 2026-03-02
Job specializations:
  • Business
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 25.49 - 35.58 USD Hourly USD 25.49 35.58 HOUR
Job Description & How to Apply Below
A premier financial services provider in Boulder, CO is seeking a Wealth Specialist to provide administrative and operational support to wealth management teams. The ideal candidate will handle client inquiries, support account management, and assist in business development initiatives. This role requires strong organizational skills, proficiency in Microsoft Office, and a client service-oriented mindset. Competitive salary range of $25.49 - $35.58 per hour, along with comprehensive benefits including 401(k) matching, health insurance, and generous paid time off.
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