Wealth Client Services & Operations Specialist

Advisor Talent Solutions; Littleton (CO); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

Dental and Vision

Retirement Savings 401(k)

Paid Time Off

Professional Development

Career Advancement

Collaborative Environment

Profit Sharing

Job summary

Advisor Talent Solutions is seeking a Client Service Associate & Operations Specialist in Littleton, CO (also supporting roles in Morton, IL and Maumee, OH). This role focuses on delivering exceptional client service while maintaining efficient operational processes within a growing wealth management practice.

You will work closely with Financial Advisors, onboarding clients, managing accounts, and coordinating meetings to ensure a seamless client experience.

Qualifications

• 2+ years in financial services, wealth management, or client service.
• Experience supporting Financial Advisors or clients.
• Familiarity with account opening, transfers, and routine maintenance.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication.

Responsibilities

• Serve as primary client contact with responsive, professional service.
• Support Advisors with daily client service requests and meeting prep.
• Assist onboarding new clients and opening accounts.
• Process account transfers, rollovers, deposits and withdrawals.
• Prepare and track paperwork, resolve outstanding items.
• Coordinate client meetings and follow-ups.
• Maintain accurate CRM records and workflows.
• Communicate with custodians, broker-dealers, and internal teams.
• Monitor requests and ensure on-time completion.
• Identify opportunities to improve workflows and client experience.

Skills

2+ years experience

Client service

CRM systems

Microsoft Office

Attention to detail

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree in business/finance

Tools

Redtail CRM

Charles Schwab custodial systems

Job description

Advisor Talent Solutions is seeking a Client Service Associate & Operations Specialist in Littleton, CO (also supporting roles in Morton, IL and Maumee, OH). This role focuses on delivering exceptional client service while maintaining efficient operational processes within a growing wealth management practice.

You will work closely with Financial Advisors, onboarding clients, managing accounts, and coordinating meetings to ensure a seamless client experience.