Wealth Management Client Support Associate II

Posted today

alpine bankGrand Junction (CO)

SENIORITY

Mid

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About the role

Alpine Bank Wealth Management in Grand Junction, CO seeks a Client Support Associate II to deliver daily client service and support for Wealth Management Officers. You will respond to client requests, help with deposits, transfers, trades and distributions, and prepare account opening/closing documents. This role requires strong communication, confidentiality, and computer skills (MS Word/Excel/Power Point). Regular on-site collaboration with CSAs and staff is essential.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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