Wealth Management Client Services Associate
Automatic Data Processing, Inc.
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 #J-18808-Ljbffr Automatic Data Processing, Inc.
Vacancy posted 2 days ago
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