Wealth Client Services Advisor

Praxis, Inc.; Boulder (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Performance-based bonus

Health insurance

Dental insurance

Vision insurance

Retirement plan

Generous paid time off

Job summary

The Millstone Evans Group is looking for a Client Service Advisor to support client relationships and oversee day-to-day account administration. In this role, you'll drive execution, maintain attention to detail, and deliver outstanding client service.

This position involves managing client inquiries and ensuring a seamless client experience. Qualifications include a Series 65 license (or ability to obtain), experience in wealth management, and proficiency with CRM systems like Redtail.

Qualifications

• Series 65 license required, or ability to obtain within 90 days of hire.
• Previous experience in wealth management or financial services preferred.
• Proficiency with client account administration and trade processing.

Responsibilities

• Conduct regular client outreach and review meetings.
• Manage client action items from initiation to completion.
• Support account management and service activities through Raymond James.

Skills

Attention to detail

Verbal communication

Written communication

Client relationship management

Problem-solving

CRM software proficiency

Wealth management experience

Team collaboration

Education

Series 65 license

Tools

Redtail CRM

Raymond James platform

Job description

The Millstone Evans Group is looking for a Client Service Advisor to support client relationships and oversee day-to-day account administration. In this role, you'll drive execution, maintain attention to detail, and deliver outstanding client service.

This position involves managing client inquiries and ensuring a seamless client experience. Qualifications include a Series 65 license (or ability to obtain), experience in wealth management, and proficiency with CRM systems like Redtail.