Client Services & Operations Specialist - Financial

Western Wealth; Lakewood (CO); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

401(k) match

Paid holidays

PTO

Job summary

Western Wealth in Lakewood, CO is seeking an experienced administrative professional to support the day-to-day operations of our financial advisory practice, with a focus on client interaction, organization, initiative and accuracy. You will be the first point of contact, handle calls, schedule meetings, process accounts, and assist with reporting, documentation and compliance.

This role offers 25–40 hours weekly, Mon–Fri, with a pay range of $26.50–$32/hour depending on experience.

Qualifications

• Experience in financial services, wealth management, or a similar field.
• LPL Financial experience strongly preferred
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office (Excel required)
• Excellent communication and client service skills
• Ability to multitask, adapt, and work independently
• Dependable, proactive, and solution-oriented

Responsibilities

• Serve as first point of contact for clients—handling calls and service requests with professionalism and warmth
• Schedule appointments and prepare for client meetings
• Support account operations, including: New account opening and maintenance; eSignature coordination and tracking; Rollovers, transfers, and RMD processing
• Generate client reports and assist with documentation and compliance tasks
• Support client communications and marketing efforts
• Identify ways to improve processes and increase efficiency

Skills

Financial services experience

Wealth management

Attention to detail

Microsoft Office

Excellent communication

Tools

Microsoft Excel

Job description

Western Wealth in Lakewood, CO is seeking an experienced administrative professional to support the day-to-day operations of our financial advisory practice, with a focus on client interaction, organization, initiative and accuracy. You will be the first point of contact, handle calls, schedule meetings, process accounts, and assist with reporting, documentation and compliance.

This role offers 25–40 hours weekly, Mon–Fri, with a pay range of $26.50–$32/hour depending on experience.