Wealth Management Client Support Associate II

Alpine Bank; Grand Junction (CO); On-site; USD 30,000 - 37,000; Full time

Job summary

Alpine Bank Wealth Management in Grand Junction, CO seeks a Client Support Associate II to deliver daily client service and support for Wealth Management Officers. You will respond to client requests, help with deposits, transfers, trades and distributions, and prepare account opening/closing documents.

This role requires strong communication, confidentiality, and computer skills (MS Word/Excel/PowerPoint). Regular on-site collaboration with CSAs and staff is essential.

Qualifications

• High school diploma or GED required.
• Experience in banking or wealth management preferred.
• Proficiency in MS Word, Excel, PowerPoint and internet research.

Responsibilities

• Responds to client requests and provides account information.
• Facilitates deposits, transfers, trades and distributions.
• Prepares account opening/closing documents and follows up.
• Schedules appointments and client reviews with Wealth Management Officers.
• Backs up CSA I for calls, greetings and routing visitors.
• Maintains confidentiality and handles sensitive information.

Skills

Communication skills

Interpersonal skills

Organizational skills

Customer service

Confidentiality

Problem solving

Time management

Education

High School Diploma / GED

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Internet research

Job description

Alpine Bank Wealth Management in Grand Junction, CO seeks a Client Support Associate II to deliver daily client service and support for Wealth Management Officers. You will respond to client requests, help with deposits, transfers, trades and distributions, and prepare account opening/closing documents.

This role requires strong communication, confidentiality, and computer skills (MS Word/Excel/PowerPoint). Regular on-site collaboration with CSAs and staff is essential.