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Wealth Ops Pro: Client Service & Portfolio
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-03-03
Listing for:
Plante Moran
Full Time
position Listed on 2026-03-03
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A leading consulting firm in Denver seeks a dedicated professional to manage client services and ensure efficient operations. You will prioritize tasks, serve as a liaison with advisors, and handle account transfers. The role demands excellent communication skills and the ability to thrive in a fast-paced environment. This position promises growth and offers a diversified benefits package, including flexible work arrangements.
Ideal candidates will have 2+ years of relevant experience and a strong client service orientation.
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