Client Services Associate

Location: Littleton, CO (100% On-Site)Schedule: Monday-Thursday, 9:00 AM-5:00 PM; Friday, 9:00 AM-1:00 PM (35 hours/week)Compensation: $52,000-$70,000 / year (Depending on experience and active licensing)A well-established Littleton, CO wealth management firm is hiring a Client Services & Trading Associate. This dual-focus role bridges high-touch client relationship management with critical trade execution, offering direct advisor mentorship, a defined path into trading or operations specialization, and an excellent work-life balance with an early Friday dismissal.What You'll DoTrading & Operations: Execute and monitor trades under advisor direction, ensuring accuracy, compliance, and timely settlement. Provide key operational support across trading, cashiering, annuity, and insurance workflows.Client Experience: Own the client experience from first contact. Greet high-net-worth clients, manage incoming calls and mail, and serve as a reliable, professional point of contact for daily account inquiries.Account Management: Guide clients through onboarding and ongoing account maintenance, building long-term relationships based on trust and efficiency.Advisor Support: Coordinate and maintain calendars for three advisors, scheduling client review meetings to maximize their availability and optimize office workflow.Documentation & Compliance: Prepare, process, and track financial paperwork including new account applications and asset transfers. Maintain accurate, compliant client records in the firm CRM in line with industry regulatory standards.What You NeedExperience: 1+ years of client service, trading, or operations experience inside a wealth management, financial advisory, or brokerage firm.On-Site Commitment: Ability to work 100% on-site in our Littleton, CO office during standard operating hours.Communication: Strong written and verbal communication skills with a demonstrated ability to interact professionally with high-net-worth individuals.Precision: High attention to detail and numerical accuracy-trade execution and paperwork precision are critical to success in this role.Adaptability: Comfort fluidly moving between client-facing work and back-office technical operations, with a strong willingness to master new systems.Nice to HaveLicensing: Active SIE, Series 7, Series 63, or Series 66 credentials (highly preferred; compensation scaling directly reflects active licensing).Technology: Experience with financial software for trading, rebalancing, or cashiering, alongside wealth management CRM platforms (e.g., Salesforce, Redtail, or Wealthbox).Education: Bachelor's degree in Finance, Business Administration, or a related field.Firm Dynamics: Experience supporting multiple financial advisors simultaneously within a multi-service financial practice.Pay & BenefitsCompetitive Salary: $52,000-$70,000 base scaling directly with industry experience and active licensing.Health & Wellness: Comprehensive medical, dental, and vision insurance coverage options.Retirement Planning: 401(k) retirement plan featuring a 4% company match to support your long-term financial goals.Paid Time Off: 15 days of accrued PTO annually, plus paid standard market holidays.Career Growth: Direct mentorship from seasoned wealth advisors with a structured career path toward a specialized portfolio trading or operations leadership role.Work-Life Balance: A stable, collegial team environment with a built-in 35-hour workweek and Friday afternoon dismissals.About & How to ApplyOur growing wealth management firm is built around a client-first culture and a team that genuinely invests in one another's professional development. If you bring a sharp attention to detail, strong operational capabilities, and a warm client presence, we want to hear from you.To Apply: Please submit your resume along with a brief note detailing your wealth management experience and current licensing status directly through this job posting. Qualified candidates will be contacted for an initial phone screening within five business days.