Wealth Client Services Lead - Denver

Only for registered members Denver, United States

1 week ago

Default job background
$80,000 - $120,000 (USD)

Job summary

Wealth Client Services Lead at First Western is seeking to join our team. The role involves helping high-net-worth clients achieve their financial goals. Key responsibilities include prioritizing and implementing new product initiatives, leading onboarding and training of Profit Center Wealth Associates, collaborating with Product and Operations teams to enhance workflows,
  • Collaborate with Product and Operations teams to enhance workflows.
  • Create and maintain wealth processes procedures documents for Profit Center Wealth Associates.

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