Wealth Client Relations Associate
Job in
Boulder, Boulder County, Colorado, 80301, USA
Listed on 2026-03-01
Listing for:
Lido Advisors, LLC
Part Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A wealth management firm in Boulder, Colorado is seeking an Associate, Client Relationship Manager to enhance client experience by providing exceptional service and operational support to Wealth Advisors. The role involves managing the onboarding of new client accounts, liaising with partners, and preparing necessary documentation. The ideal candidate will have at least one year of relevant experience and possess strong communication and organizational skills.
This position offers a collaborative work environment supporting personal and professional growth.
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Position Requirements
10+ Years
work experience
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