Wealth Management Client Services Advisor

Frey Consulting Group; Boulder (CO); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement plan with employer match

Job summary

The Millstone Evans Group in Boulder, CO is seeking a Service Advisor to manage client relationships and day-to-day account administration. You will drive execution, maintain attention to detail, and deliver high-level client service throughout the client experience.

You will support administrative, operational, and client service functions, contribute to special projects, and help the firm operate with accuracy, efficiency, and scalability as it grows.

Qualifications

• Experience in wealth management or financial services.
• Familiarity with client accounts, trades, onboarding, and account maintenance.
• Experience with CRM systems (Redtail a plus) and custodian platforms (Raymond James a plus).
• Strong follow-through—you track details and close loops.
• Comfort working in ambiguity without needing rigid structure.
• Clear, professional communication with both clients and internal team.
• A team-oriented mindset with a willingness to jump in where needed.

Responsibilities

• Manage client action items from start to finish - nothing falls through.
• Work directly in Redtail CRM to track activity, notes, and next steps.
• Support account management through Raymond James (account updates, transfers, documentation, etc.).
• Assist with trades, money movement, and account maintenance.
• Coordinate onboarding for new clients and ensure a smooth experience.
• Handle client communication - emails, calls, and day-to-day requests.
• Stay on top of multiple priorities and shifting needs in a fast-paced environment.
• Lead the client billing process, including fee calculations, reconciliation, coordination with custodian, and resolution of billing inquiries.
• Assist with special projects and firm initiatives as needed

Skills

CRM systems

Attention to detail

Client communication

Team player

Tools

Redtail CRM

Raymond James

Job description

The Millstone Evans Group in Boulder, CO is seeking a Service Advisor to manage client relationships and day-to-day account administration. You will drive execution, maintain attention to detail, and deliver high-level client service throughout the client experience.

You will support administrative, operational, and client service functions, contribute to special projects, and help the firm operate with accuracy, efficiency, and scalability as it grows.