Wealth Management Client Services Associate

Automatic Data Processing, Inc.; Boulder (CO); On-site; USD 55,000 - 70,000; Full time

Job summary

Automatic Data Processing, Inc. is seeking a Client Service Specialist to join the Wealth Management Group in Boulder, CO. You will assist management with account-related service, onboarding, and ongoing client requests for MAI Wealth Management clients.

The role requires a Bachelor’s degree (or equivalent) and 2–6 years of client service experience in financial services. Proficiency with Excel, Outlook, Word, PowerPoint, and Salesforce is essential to manage accounts, perform billing setup, and

Qualifications

• Bachelor’s degree or equivalent experience.
• Client service experience in financial industry, 2–6 yrs.
• Solid working proficiency with Microsoft Office suite, including Excel, Outlook, Word (Mail Merge), Adobe, PowerPoint.
• Financial analytical skills and knowledge of account structures and investments a plus.

Responsibilities

• Handle service-related matters to meet Wealth Management client needs.
• Assist with onboarding new accounts and ongoing account maintenance.
• Process client requests for money movement and billing specifications.
• Prepare financial documents and agreements for client accounts.
• Coordinate client communications and reporting.
• Maintain and update client files and Salesforce records.
• Support team administration and coordination tasks.

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Excel

Outlook

Word

PowerPoint

Adobe

Job description

Automatic Data Processing, Inc. is seeking a Client Service Specialist to join the Wealth Management Group in Boulder, CO. You will assist management with account-related service, onboarding, and ongoing client requests for MAI Wealth Management clients.

The role requires a Bachelor’s degree (or equivalent) and 2–6 years of client service experience in financial services. Proficiency with Excel, Outlook, Word, PowerPoint, and Salesforce is essential to manage accounts, perform billing setup, and