Wealth Management Client Success & Operations Specialist

Advisor Talent Solutions; Littleton (CO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

Paid Time Off

Professional Development

Job summary

Advisor Talent Solutions is seeking a Client Service Associate & Operations Specialist in Littleton, CO. You will act as the main client liaison, assist Financial Advisors, and help manage accounts and daily operations to deliver a high-quality client experience.

This role emphasizes onboarding, account maintenance, documentation, and cross-team coordination to support growth in wealth-management services.

Qualifications

• Minimum 2+ years in financial services, wealth management, or client service.
• Experience supporting Financial Advisors or clients in financial services.
• Familiarity with account openings, transfers, and routine maintenance.
• Proven organizational skills and attention to detail.
• Excellent written and spoken communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as primary client contact with responsive, professional service.
• Support Financial Advisors with daily client service requests and meetings.
• Assist with onboarding, opening accounts, and ongoing brokerage/advisory accounts.
• Process and monitor transfers, rollovers, deposits, withdrawals, and distributions.
• Prepare, submit, and track paperwork; resolve outstanding items.
• Coordinate client meetings and ensure timely follow-up on actions.
• Maintain accurate client records in CRM and documentation.
• Communicate with custodians, broker-dealers, and internal teams to resolve needs.
• Monitor requests and ensure timely completion of commitments.
• Identify opportunities to improve administrative workflows and client experience.
• Help develop internal processes as the practice grows.
• Handle sensitive information with discretion.

Skills

Client service

Relationship mgmt

Attention to detail

Organization

Written & verbal comms

Multi-tasking

Education

Bachelor's degree in business/finance

Tools

Redtail CRM

Schwab custodial systems

Microsoft Office (Outlook, Word, Excel)

Job description

Advisor Talent Solutions is seeking a Client Service Associate & Operations Specialist in Littleton, CO. You will act as the main client liaison, assist Financial Advisors, and help manage accounts and daily operations to deliver a high-quality client experience.

This role emphasizes onboarding, account maintenance, documentation, and cross-team coordination to support growth in wealth-management services.