Senior Operations & Client Service Advisor

WizeHire, Inc; Lakewood (CO); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health/dental/vision stipend

Profit sharing

LTDI (Long-Term Disability Insurance)

Wellness stipend

401(k) match

Unlimited PTO

Other benefits

Job summary

WizeHire, Inc. in Lakewood, CO is seeking a Senior Associate to provide advanced support to Lead Advisors. With several years of industry experience, you will tackle complex tasks, support junior associates, and ensure the highest quality of client service across Investments, Planning, Insurance, and Client Service.

This role is fully in person for the first year. After one year of service, you are eligible to Work From Home on Fridays.

Responsibilities

• Advanced support for Investments, Planning, Insurance, and Client Service.

Job description

WizeHire, Inc. in Lakewood, CO is seeking a Senior Associate to provide advanced support to Lead Advisors. With several years of industry experience, you will tackle complex tasks, support junior associates, and ensure the highest quality of client service across Investments, Planning, Insurance, and Client Service.

This role is fully in person for the first year. After one year of service, you are eligible to Work From Home on Fridays.