Client Services Associate

Client Services Associate – Independent Wealth Management Firm

Location: Glendale, CO (Denver area)

Work Environment: On-site, Full-time

Role Summary

We’re hiring a Client Services Associate on behalf of our client—a growing independent, fee-only registered investment advisory firm based in the Glendale, CO area. The firm serves individuals, families, business owners, trusts, charitable foundations, and retirement plans, with a mission to help clients make sound financial decisions so they can reach their goals and live life to the fullest.

The Client Services Associate will play a pivotal role in delivering a seamless, white-glove client experience. Reporting to the Director of Operations, this role owns the day-to-day operational and administrative functions that keep client service running smoothly, freeing the advisors to focus on financial planning and relationship management. The ideal candidate is a proactive, highly organized problem-solver who genuinely enjoys going above and beyond for clients.

Core Responsibilities

• Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring timely follow-up
• Process client service requests, including money movement, account transfers, and beneficiary changes
• Facilitate the end-to-end new account opening and onboarding process, from collecting client information and documentation to coordinating with custodians
• Ensure all account paperwork and onboarding steps meet firm and regulatory compliance procedures
• Manage advisor calendars and coordinate logistics for client meetings
• Prepare materials and reports ahead of client meetings
• Support front-office operations, including answering phones, client mailings, filing, and greeting guests
• Maintain accurate, detailed client information and interactions in the firm’s CRM and related databases
• Partner with the operations, investments, and compliance teams to meet client needs efficiently
• Identify and recommend opportunities to improve processes and the client experience
• Adhere to all industry rules, regulations, and firm policies, including logging client correspondence and maintaining accurate records

Candidate Profile

Must-Haves

• Bachelor’s degree, or 2–5 years of equivalent experience in the financial services industry, ideally in client services or operations
• Exceptional verbal and written communication skills, with the ability to explain complex information clearly and empathetically
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and experience with CRM software and custodian platforms
• Strong attention to detail and organizational skills
• Ability to manage multiple tasks, prioritize effectively, and stay composed in a fast-paced environment
• Proactive problem-solver with a client-first mindset
• Comfortable working both independently and as a collaborative team player
• High level of discretion and professionalism when handling confidential client information

Nice-to-Haves

• 1+ year of accounting experience, or 2+ years in a client-facing or administrative support role within financial services or wealth management
• Experience with Addepar portfolio management software
• Experience with the Charles Schwab Advisor Services platform
• Experience with Wealthbox CRM

Compensation and Benefits

• Base salary of $65,000 to $75,000, depending on experience
• Competitive bonus structure
• Comprehensive health insurance
• 401(k) plan with company match
• Paid time off and company holidays
• Professional development opportunities, including firm-sponsored licensing and certifications

Work Environment and Culture

This is a full-time, on-site role based in the Glendale, CO area. The firm values a client-first attitude, teamwork, and a strong desire to go above and beyond, and it is committed to attracting, developing, and retaining top talent. You’ll join a fast-paced, collaborative team where attention to detail and genuine care for clients make a real difference every day.