Wealth Client Service Specialist - Onsite in CO

Wealth Management Careers Connect; Colorado Springs (CO); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Paid vacation

Sick time

Holiday hours

Professional growth opportunities

Supportive work environment

Job summary

Marathon Wealth & Protection Strategies is seeking an Advisor Support Associate to deliver a seamless client and advisor experience. You will manage onboarding, account maintenance, money movement, and service requests, coordinating with brokers, custodians, and clients to ensure accurate setup and timely responses.

The role emphasizes independent work, attention to detail, and collaboration within a team-driven service culture, onsite at the Colorado Springs office.

Qualifications

• Minimum of 2 years of client service, operations, or administrative experience in wealth management.
• Familiarity with Pershing (NetX360), Redtail, Assetmark, eMoney, MoneyGuidePro preferred.
• Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
• Excellent organizational and problem-solving skills, with exceptional attention to detail and follow-through.
• Proficiency in computer applications such as Adobe Acrobat Pro and Microsoft Office Suite (Windows, Word, Excel, PowerPoint).
• Strong work ethic, punctuality, dependability, and professionalism.
• Collaboration skills and the ability to thrive in a team-oriented culture.
• Maintains high ethical standards and confidentiality, exercising discretion when handling sensitive information.
• Outstanding interpersonal, written, phone, and email communication skills.

Responsibilities

• Serve as a primary point of contact for clients by answering incoming calls, assessing needs, and communicating relevant information to advisors.
• Assist with client meeting coordination and preparation, including gathering data and follow-up paperwork.
• Facilitate onboarding of investment clients by coordinating new account openings from start to finish.
• Handle routine account maintenance items such as name/address changes and bank authorizations.
• Assist with client service items like beneficiary distributions and estate settlements.
• Execute money movement and asset transfers while adhering to regulatory requirements using platforms like Pershing NetX360.
• Coordinate annuity applications and ongoing service requests.

Skills

Client service

Account operations

Multi-tasking

Communication

Tools

Pershing NetX360

Redtail

AssetMark

eMoney

MoneyGuidePro

Job description

Marathon Wealth & Protection Strategies is seeking an Advisor Support Associate to deliver a seamless client and advisor experience. You will manage onboarding, account maintenance, money movement, and service requests, coordinating with brokers, custodians, and clients to ensure accurate setup and timely responses.

The role emphasizes independent work, attention to detail, and collaboration within a team-driven service culture, onsite at the Colorado Springs office.