Wealth Management Client Associate - Advisor Support

Colorado Psychiatric; Boulder (CO); Hybrid; USD 34,000 - 61,000; Full time

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Onsite in Boulder, CO

Job summary

Merrill Wealth Management in Boulder, CO is seeking a client service professional to support Financial Advisors and their clients. You will handle inquiries, educate on services, and ensure timely materials while maintaining risk controls.

This role requires strong communication, a client-centric mindset, and comfort with technology platforms such as Salesforce. Some onsite work, 37.5 hours/week, and competitive benefits are offered.

Qualifications

• Demonstrates a client-centric mindset, always acting in the best interest of the client.
• Can learn and adapt to new information and technology platforms.
• Enthusiastic self-starter with a strong work ethic and results focus.

Responsibilities

• Provides excellent client service to clients by educating them on bank services.
• Ensures timeliness, accuracy, and completeness in client materials and follows up.
• Assists with policies and procedures to support operational excellence and risk management.
• Identifies and deepens client relationships while communicating outputs to the FA.
• Supports day-to-day team activities and coverage during absences or peak times.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Job description

Merrill Wealth Management in Boulder, CO is seeking a client service professional to support Financial Advisors and their clients. You will handle inquiries, educate on services, and ensure timely materials while maintaining risk controls.

This role requires strong communication, a client-centric mindset, and comfort with technology platforms such as Salesforce. Some onsite work, 37.5 hours/week, and competitive benefits are offered.