Wealth Management: Client Relations & Ops Manager

The Well; Denver (CO); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A growing independent wealth management firm is searching for a Relationship Manager in Denver, Colorado. This role emphasizes excellent client service, attention to detail, and strong communication skills. Ideal candidates will have a calm demeanor and a genuine interest in fostering long-term client relationships. Responsibilities include managing client follow-through and processing financial transactions. The position offers competitive benefits, including medical insurance and a 401(k) plan, with a full-time employment type.

Qualifications

• Positive and calm demeanor in handling client relationships.
• Detail-driven and committed to accurate follow-through.
• Interest in a long-term position in client services, not advisory.
• Genuine interest in building long-term client relationships.

Responsibilities

• Manage client service and follow-through on communications.
• Handle money movement, distributions, and RMD processing.
• Ensure all paperwork is completed for custodial workflows.
• Assist advisory team and clients during urgent requests.

Skills

Client service

Detail-oriented

Communication

Tools

Schwab Advisor Center

Fidelity Wealthscape

Orion

Redtail

Job description

A growing independent wealth management firm is searching for a Relationship Manager in Denver, Colorado. This role emphasizes excellent client service, attention to detail, and strong communication skills. Ideal candidates will have a calm demeanor and a genuine interest in fostering long-term client relationships. Responsibilities include managing client follow-through and processing financial transactions. The position offers competitive benefits, including medical insurance and a 401(k) plan, with a full-time employment type.