Wealth Management Client Services Associate (Part-Time)

Western Wealth; Lakewood (CO); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Flexible schedule

Job summary

Western Wealth, a Colorado-based independent financial advisory firm, is seeking an organized, proactive administrative assistant to support an advisor with 25+ years of experience.

This part-time role (20-30 hours/week, Mon-Fri, 9:00 AM–2:00 PM) emphasizes client interaction, operations support, and accuracy in documentation, reporting, and compliance tasks. LPL Financial experience is strongly preferred.

Qualifications

• Experience in financial services or wealth management.
• LPL Financial experience strongly preferred.
• Strong organizational and attention to detail.
• Excellent communication and client service skills.
• Ability to multitask, adapt, and work independently.
• Dependable, proactive, and solution-oriented.

Responsibilities

• Serve as a first point of contact for clients—handling calls and service requests with professionalism and warmth.
• Schedule appointments and prepare for client meetings.
• Support account operations, including new account opening and maintenance.
• eSignature coordination and tracking.
• Rollovers, transfers, and RMD processing.
• Generate client reports and assist with documentation and compliance tasks.
• Support client communications and marketing efforts.
• Identify ways to improve processes and increase efficiency.

Skills

Financial services experience

Wealth management

LPL Financial experience

Organizational skills

Communication skills

Multitasking

Proactive problem solving

Tools

Microsoft Office

Excel

Job description

Western Wealth, a Colorado-based independent financial advisory firm, is seeking an organized, proactive administrative assistant to support an advisor with 25+ years of experience.

This part-time role (20-30 hours/week, Mon-Fri, 9:00 AM–2:00 PM) emphasizes client interaction, operations support, and accuracy in documentation, reporting, and compliance tasks. LPL Financial experience is strongly preferred.