First Western Trust · 1 day ago
Wealth Client Services Lead
Denver, CO
Full-time
Onsite
Mid, Senior Level
$80K/yr - $120K/yrFirst Western is seeking a Wealth Client Services Lead to join their team. In this role, you will help high-net-worth clients achieve their financial goals by collaborating with various teams to deliver comprehensive solutions and enhance service delivery.
BankingFinancial ServicesRetirementWealth Management
Responsibilities
Assist in prioritizing and implementing new product and service initiatives within Wealth
Leads the onboarding and new-hire training of Profit Center Wealth Associates
Collaborate with Product and Operations teams to enhance workflows and service delivery
Create and maintain wealth processes, procedures, and documents for Profit Center Wealth Associates
Assists Profit Center Wealth Associates with more complex interactions involving complex/uncommon account structures, unique situations, and trouble shooting issues
Serve as a subject matter expert (SME) on Wealth products and services for operational and profit center teams
Participate in change management and field integration activities
Participate in multiple projects and ensure alignment with organizational goals
Support audit remediation efforts
Qualification
Required
Proficiency in Microsoft Office Suite
Advanced Process Documentation
Strong organizational and multitasking abilities
Excellent communication and interpersonal skills
Ability to work independently and collaboratively
Experience in process improvement and project participation
Training, development, and managing teammates
Benefits
Strong Bonus Potential
401(k) Plan with Match
Paid Parking/Transportation Benefits
Access to Training & Professional Development Programs
Sponsorship for Obtaining Professional Certifications
Flex Spending Accounts
Health Savings Account
Health & Wellness Benefits
Paid Time-Off+ Bank Holidays
Company
First Western Trust
We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.
Founded in 2002
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$46.98M2022-12-05Post Ipo Debt· $20M
2020-12-09Post Ipo Debt· $10M
2020-03-17Post Ipo Debt· $8M
Leadership Team
Julie Courkamp
President and Chief Operating Officer
Alex McDougall
Regional President
Recent News
2026-01-23
legacy.thefly.com
2026-01-23
Company data provided by crunchbase