Client Service Manager | Wealth Management

About the role

This is an opportunity to become a key part of a small, successful firm where you'll work directly with the partners, know the clients, and see the impact of your work.

Responsibilities

• Serving as a primary in-office contact for clients by phone, email, and in person
• Managing new account opening and client onboarding
• Processing ACH/wires, deposits, contributions, distributions, journals, and account transfers
• Maintaining accurate client records and financial planning data
• Preparing and tracking DocuSign packages and client documentation
• Supporting advisory billing, cash reporting, and account reconciliation
• Preparing trade orders based on advisor-approved instructions and supporting investment implementation
• Aiding with compliance, regulatory recordkeeping, and general office operations

Requirements

• Experience in wealth management, financial services operations, client service, 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
• Strong Excel and Word skills and experience with DocuSign
• Comfort learning new technology and working independently
• Exceptional discretion, judgment, and integrity

Qualifications

• Experience with Charles Schwab Advisor Services or another custodial platform is highly desirable
• Experience within an RIA, wealth management firm, broker-dealer, trust company, or similar financial-services environment is preferred
• A bachelor's degree in a related field is preferred but not required

Skills

• Exceptional client service skills
• Strong organizational and follow-through skills
• Proficiency in Excel and Word
• Experience with DocuSign
• Ability to learn new technology and work independently

Benefits

• $80,000 - $95,000 base salary
• Quarterly bonus opportunity
• 401(k) match and profit sharing
• 15 days PTO
• Paid market/federal holidays
• Professional development support

Pay

• $80,000 - $95,000 base salary

Schedule

• On-site position in Boulder, Monday through Friday
• No expectation of work outside normal business hours