Wealth Management Client Services Associate
Automatic Data Processing
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-LjbffrVacancy posted 1 day ago
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