Associate, Client Relationship Manager
Lido Advisors, LLCBoulder, Colorado, United States
Posted February 3, 2026
65000 - 75000 USD
Full Time
About the Company
Lido Advisors, LLC is an established and expanding wealth management firm that delivers comprehensive investment and wealth strategies to clients.
Job Description
Lido Advisors, LLC is looking for an Associate, Client Relationship Manager to support Advisory teams in all aspects of wealth management. The ideal candidate will provide exceptional client service and administrative support to Wealth Advisors.
Requirements
- Bachelor's degree
- Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience
- Series 65 or 66 required, or must be attained within timeframe determined by manager