Client Services Associate - Engin

A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations.What you will do:Own the client experience from first contact: greet high-net-worth clients, manage front-desk communications, and handle incoming calls and mail with professionalism.Coordinate and maintain calendars for three Colorado-based advisors, scheduling client review meetings to maximize advisor availability.Guide clients through onboarding and ongoing account maintenance, serving as a reliable point of contact for inquiries and follow-up.Prepare, process, and track financial paperwork including new account applications, asset transfers, and related documentation.Maintain accurate, compliant client records in the firm CRM and internal databases in line with regulatory standards.Provide rotating operational support to the annuity, insurance, trading, and cashiering teams, building cross-functional knowledge over time.Identify process gaps and proactively surface solutions that improve office efficiency.What you need:1 or more years of client service or operations experience inside a wealth management, financial advisory, or brokerage firm.Strong written and verbal communication skills with a natural ability to build rapport with high-net-worth clients.High attention to detail and organizational discipline. Paperwork accuracy and compliance records are central to this role.Comfort working across multiple operational areas and willingness to learn new systems as the firm grows.Nice to have:Proficiency with wealth management CRM platforms such as Salesforce, Redtail, Wealthbox, or similar.Familiarity with financial software used in trading, cashiering, or annuity processing.Bachelor degree in Finance, Business Administration, or a related field.Experience supporting multiple advisors or working in a multi-service financial practice.Pay and benefits:Salary: $52,000 to $70,000 depending on experience.Mentorship from experienced advisors and a defined path toward a specialized operations role.Stable, collegial team environment within a firm that is actively expanding its Colorado presence.Location and schedule:Location: Littleton, Colorado. 100% in-office.Schedule: Monday through Thursday, 9:00 AM to 5:00 PM; Friday, 9:00 AM to 1:00 PM.Total weekly hours: Approximately 35 hours.About and how to apply:This is a growing wealth management firm built around a client-first culture and a team that genuinely invests in one another's development. If you bring attention to detail, a warm client presence, and a desire to grow inside the financial services industry, we want to hear from you.Apply directly through this posting with your resume and a brief note on your wealth management experience. Qualified candidates will be contacted for a phone screen within five business days.