Wealth Mgmt Client Service Manager – Boulder (On-Site)

Turning the Corner HR; Boulder (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonus

401(k) match and profit sharing

15 days PTO

Job summary

Turning the Corner is seeking a Client Service Manager in Boulder to be a trusted contact for clients and a pivotal partner to advisors. The role emphasizes accuracy, discretion, and exceptional client service in a small, independent wealth management environment.

You will manage client onboarding, account documentation, and daily operations, while collaborating with advisors to ensure smooth execution and regulatory compliance. A bachelor’s degree is preferred but not required.

Qualifications

• Experience in wealth management, financial services operations, or equivalent demonstrated experience.
• Working knowledge of investments, account types, and financial terminology.
• Experience handling financial transactions, records, and sensitive client information.
• Strong attention to detail, organization, and follow-through.
• Excellent communication and client-service skills.

Responsibilities

• Serve as primary in-office contact for clients by phone, email, and in person.
• Manage new account opening and client onboarding.
• Process ACH/wires, deposits, contributions, distributions, journals, and transfers.
• Prepare and track DocuSign packages and client documentation.
• Maintain accurate client records and financial planning data.
• Support advisory billing, cash reporting, and account reconciliation.
• Prepare trade orders and support investment implementation.
• Assist with compliance, regulatory recordkeeping, and general office operations.

Skills

Wealth management

Client service

Excel

DocuSign

Attention to detail

Education

Bachelor's degree

Tools

DocuSign

Job description

Turning the Corner is seeking a Client Service Manager in Boulder to be a trusted contact for clients and a pivotal partner to advisors. The role emphasizes accuracy, discretion, and exceptional client service in a small, independent wealth management environment.

You will manage client onboarding, account documentation, and daily operations, while collaborating with advisors to ensure smooth execution and regulatory compliance. A bachelor’s degree is preferred but not required.