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Wealth Management Client Experience Associate

TalentLink Solutions

TalentLink Solutions, a boutique Registered Investment Advisory firm in Denver, is looking for a Client Service Associate to join their high-performing team. This role involves managing client relationships, overseeing office operations, and ensuring a seamless client experience. The ideal candidate will have at least 5 years of experience in client service, a Series 7 license, and exceptional communication skills. You'll thrive in a collegial environment while contributing to sophisticated wealth management practices. Compensation is commensurate with experience, making this a unique opportunity to grow in a respected advisory practice. #J-18808-Ljbffr

Vacancy posted 3 days ago
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