Client Service & Operations Associate

Are you passionate about delivering high-quality client support in a fast-paced, professional environment? Join a high-performing wealth management team as a Client Service & Operations Associate, where attention to detail, proactive service, and a commitment to excellence are at the core of everything we do.This is an excellent opportunity for someone who thrives in a client-facing role, enjoys solving problems, and takes pride in supporting both clients and team members with care and professionalism.What You'll **Deliver a high standard of service and responsiveness to high-net-worth clients.Facilitate new client onboarding and ensure accurate account setup.Manage account maintenance, transfers, and money movements for existing clients.Anticipate client needs and provide timely, personalized assistance.Handle incoming calls and emails with professionalism and courtesy.Coordinate and prepare for client visits and meetings, including scheduling, room setup, and follow-ups.Support office operations including mail handling, reception, and calendar management.Become proficient in internal systems and tools to efficiently support both clients and colleagues. (MS Office, Salesforce, RedTail, eMoney, MoneyGuidePro, etc.)Assist with special projects and contribute to a collaborative team environment.Preferred **Series 65 or 66 license strongly preferred.One or more years of experience in the financial services industry preferred.Experience working with high-net-worth individuals is a plus.If youre a detail-oriented professional who values building meaningful relationships and supporting a dedicated team, we encourage you to apply.This position is located in the Fort Collins area and is offered through RiverLink on behalf of a confidential client. To apply, please submit your resume via LinkedIn. We look forward to hearing from you!

Created: 2025-06-29