Client Relationship Manager - Investments
Avidia Bank
📍 Acres Green, CO
💼 Finance
💵 $75,000 – $90,000/yr
Full-time
Pay
$75,000 – $90,000/yr
Job type
Full-time
Location
Acres Green, CO
Category
Finance
Posted
Yesterday
Expires
2026-08-01
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Benefits
Pulled from the full job description
- disability
Full job description
Job Description Job Description Avidia Bank Equal Employment Opportunity/M/F/disability/protected veteran status Description: Position Overview: Provides high level administrative and operational support to assigned financial advisors, ensuring smooth daily operations and exceptional client service. This role plays a key part in managing client relationships by serving as a primary point of contact, coordinating communications, supporting client onboarding and account maintenance, and ensuring …