Sr. Registered Client Associate

Full-time

Ascent Wealth Partners, LLC

Company Description Ascent Wealth Partners, LLC is a wealth management firm dedicated to helping clients achieve their long-term financial goals through thoughtful planning and disciplined investment strategies. The firm emphasizes personalized service, building enduring relationships with individuals, families, and businesses. Team members collaborate closely to deliver integrated financial solutions and a high standard of client care. Ascent Wealth Partners values integrity, professionalism, and continuous learning in a dynamic, client-focused environment.
Role Description The Sr. Registered Client Associate is a full-time, on-site role based in Boulder, CO, supporting financial advisors in delivering exceptional service to clients. This role manages day-to-day client interactions, responds to inquiries, and coordinates account-related activities, including opening new accounts, processing transactions, and maintaining accurate records. The Sr. Registered Client Associate prepares client reports and meeting materials, assists with portfolio and financial data review, and ensures compliance with firm policies and regulatory requirements. The position also helps with service follow-up, supports sales and business development efforts, and collaborates with internal teams to resolve issues efficiently and enhance the overall client experience.
Qualifications

Strong client services skills with a focus on building trust, handling inquiries professionally, and delivering a high-quality client experience.
Excellent communication skills, including clear written communication, confident phone presence, and effective collaboration with advisors and internal teams.
Solid analytical skills to review account information, interpret financial data, and support advisors in preparing client materials and reports.
Knowledge of finance and investment concepts, with experience working in a brokerage, advisory, or wealth management environment preferred.
Comfort with sales support activities, including assisting with prospect follow-up, preparing materials for meetings, and contributing to client retention efforts.
FINRA registration (e.g., Series 7 and 63 or equivalents) or the ability to obtain required licenses within a designated timeframe.
Proficiency with CRM systems, portfolio or account management platforms, and standard office software (e.g., Microsoft Office suite).
Strong organizational skills, attention to detail, and the ability to manage multiple tasks and deadlines in a fast-paced environment.
Associate’s or Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Sr. Registered Client Associate in Boulder, CO vacancy

Registered Client Service Associate
$35k - $75k
Registered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first...
Suggested
Temporary work
Work at office
Local area
Work visa
Morgan-Stanley
Boulder, CO
3 days ago
Client Services Associate — Financial Advisory Support
Morgan Stanley seeks a Registered Client Service Associate to support Financial Advisors in a fast-paced, client-focused environment. You will help maintain client relationships, process orders, and educate clients on digital tools, while ensuring accuracy in documentation...
Suggested
Work at office
711 MS Smith Barney, LLC
Boulder, CO
5 days ago
Wealth Management Client Associate
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....
Suggested
Hourly pay
Seasonal work
Work at office
Work from home
Shift work
Day shift
Colorado Psychiatric
Boulder, CO
5 days ago
Client Service Associate - Part Time
$35k - $75k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...
Suggested
Temporary work
Part time
Work at office
Local area
Work visa
Morgan Stanley
Boulder, CO
5 days ago
Client Services Associate
TransPerfect Is More Than Just a JobOur greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual identity, and each also has its own unique rewards.
Suggested
TransPerfect
Boulder, CO
1 day ago
Wealth Management Client Services Associate
Automatic Data Processing, Inc. is seeking a Client Service Specialist to join the Wealth Management Group in Boulder, CO. You will assist management with account-related service, onboarding, and ongoing client requests for MAI Wealth Management clients. The role requires...
Automatic Data Processing, Inc.
Boulder, CO
1 day ago
Office Administrator / Client Services Associate - Financial Services
$27 - $35 per hour
...Office Administrator / Client Services Associate – Financial Services Job Description Joey Bocci Financial, LLC in Erie, CO needs a personable... ...supporting financial advisors, wealth managers, or registered representatives. Knowledge of brokerage, investment, retirement...
Hourly pay
Work at office
El Gaucho
Erie, CO
1 day ago
Sr. Software Development Engineer / Principal, Software Development Engineer
$168k - $252k
...Model Serving platform in partnership with the engineering manager, bringing a product-oriented mindset to infrastructure decisions.(P4) Sr. SDE Basic Qualifications6+ years of related work experience in software development, with a focus on building and operating large-...
Senior
Full time
Work experience placement
Work at office
Remote work
Home office
Flexible hours
Workday
Boulder, CO
4 days ago
Senior/ Principal Scientist
$100k - $140k
Company Description Cime Therapeutics is a next-generation tech bio company that integrates synthetic chemistry, AI/ML, and automation to transform drug discovery. The organization has developed proprietary chemistry technology that enables faster, multi-step synthesis...
Senior
Full time
Cime Therapeutics
Boulder, CO
1 day ago
Sr. Wealth Advisor
...take the next step toward greater independence and ownership.Values flexibility and increased influence over business operations and financial performance.Interested in building long-term equity and ownership in the business rather than simply managing a book of clients.
Senior
Local area
Relocation
Career Development Partners
Boulder, CO
5 days ago
Sr. Regulatory Affairs Manager
...informed about regulatory developments, changes, and trends within specific regions, and provide insights to the Senior Director and Associate Director. Contribute to managing regulatory risks and opportunities related to QOL initiatives and assist in developing mitigation...
Senior
Katalyst Healthcares & Life Sciences
Boulder, CO
4 days ago
Sr. Program Manager - GTM Launch
Product Marketing Program ManagerThe Product Marketing Program Manager drives on-time, high-quality delivery of product marketing-led GTM initiatives across NetApp's portfolio. This role ensures that plans are executed with clarity, consistency, and measurable impact through...
Senior
NetApp
Boulder, CO
5 days ago
RN - Senior Care in Post-Acute | Flexible Shifts
...Boulder Post Acute is hiring Registered Nurses to join our compassionate team in Colorado. We offer ARRN staffing with PRN and full-time options across day and night shifts, along with carrier-friendly paths and a supportive team environment. Expect a role delivering...
Senior
Full time
Relief
Flexible hours
Night shift
Day shift
Boulder CO
Boulder, CO
3 days ago
Principal RF/Antenna Engineer
...receive a reply.Benefits information may be found here.Copyright 1997-2026, The MITRE Corporation. All rights reserved. MITRE is a registered trademark of The MITRE Corporation. Material on this site may be copied and distributed with permission only.Job SummaryJob...
Internship
Local area
Mitre
Boulder, CO
2 days ago
Sr R&D Engineer
Job-ID32483116Reference26-01053Remote50% Remote Job Description: Manager is looking for a Sr R&D Engineer that would perform test method dev and validation, fixture and tooling design using SolidWorks, updates to product drawings using SolidWorks, as well as creation of...
Senior
Contract work
Remote work
Katalyst Healthcares & Life Sciences
Boulder, CO
1 day ago
Sr.Statistical Programmer
...programming efficiency and quality. Create SAS macros or other tools to enhance the efficient delivery of statistical services, providing associated documentation and staff training as needed. Program quality checks for clinical study raw data and report findings. Review or...
Senior
Shift work
Katalyst Healthcares & Life Sciences
Boulder, CO
2 days ago
Software Engineer, Sr.
Job TitleBI IncorporatedSummaryThe Senior Software Engineer develops and modifies software solutions of a high degree of complexity and scope, using a thorough knowledge of current software development techniques and capabilities within an Agile Scrum framework. Provides...
Senior
Work at office
GEO Group
Boulder, CO
5 days ago
Sr. SAS Programmer
Job-ID31545712Reference25-04520 Responsibilities: To support the Biostatistics team by carrying out programming activities of statistical programmers and overseeing external vendors (as required), and to ensure timely and accurate programming and validation activities for...
Senior
Katalyst Healthcares & Life Sciences
Boulder, CO
4 days ago
Sr. Clinical Data Manager
...investigation data management; Data Management Plans (DMP), eCRFs, user acceptance testing (UAT) plans and scripts; EDC build and associated edit checks Provide study level metrics/reports and external data reconciliation processes relating to CRF review, query status,...
Senior
Katalyst Healthcares & Life Sciences
Boulder, CO
4 days ago
Sr. Photonics Research Engineer
$117.68k - $175.05k
...Applied Physics Laboratory, in Boulder, CO, has an opportunity for a Sr Photonics Research Engineer with experience as a technical... ..., leading future proposal opportunities, and communicating with clients and SRI senior management.QualificationsPhD in electrical engineering...
Senior
Contract work
SRI International
Boulder, CO
3 days ago
Sr Principal Engineer, Rendezvous & Proximity Operations (RPO), Guidance, Navigation & Control, Lead
$206.11k - $283.4k
...mission-ready throughout space.We are mission-driven, and together, we are an extraordinary team.About the RoleSierra Space is seeking Sr Principal Guidance, Navigation & Control Engineer to lead the development, integration, and innovation of advanced GNC systems for...
Senior
Full time
Contract work
Work experience placement
Sierra Space
Louisville, CO
2 days ago
Sr. R&D Program Manager
...Summary: The Primary Function of the Sr. Program Manager will be to work directly... ...meetings, project plans, project charters, risk registers/RAID logs, Gantt charts, Work Breakdown... ...; resulting in external communication to clients. Initiates proactive discussions with...
Senior
Hologic
Louisville, CO
1 day ago
Client Services Associate
...Overview We’re looking for a Client Services Associate to join our team! In this role, you’ll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish. You’ll help coordinate new projects...
Permanent employment
Full time
TransPerfect
Boulder, CO
11 days ago
Sr. Statistical Programmer
...outputs. Program and QC tables, listings, and figures (TLFs) for interim and final clinical study reports, regulatory submissions, and client deliverables. Interpret study protocols, SAPs, and data standards to translate clinical objectives into analysis-ready datasets and...
Senior
Interim role
Remote work
Shift work
Katalyst Healthcares & Life Sciences
Boulder, CO
4 days ago
Client Services Associate
...learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms,... ...What You Will Be Doing The position of the Client Services Associate is responsible for serving as the first level of support to existing...
Permanent employment
Full time
Internship
Local area
Worldwide
TransPerfect
Boulder, CO
8 days ago
Staff / Sr Staff Python Software Engineer
Python Software DeveloperSciTec, a wholly owned subsidiary of Firefly Aerospace, is a dynamic non-traditional defense contractor that delivers advanced technologies in support of U.S. National Security. For over forty-five years, we have supported Department of Defense...
Senior
For contractors
Immediate start
Remote work
SciTec
Boulder, CO
5 days ago
Sr. Product Manager- Platforms
$196.35k - $292.6k
Senior Product ManagerWe are hiring a Senior Product Manager to own strategy, roadmap, and lifecycle for NetApp's ONTAP systems platforms, the unified data-management platforms at the core of our Enterprise Storage business.This is a strategic, cross-functional product ...
Senior
Local area
NetApp
Boulder, CO
4 days ago
Principal GNC Engineer
$230k - $270k
Principal GNC Engineer | Spacecraft Controls Boulder, Colorado | On-Site $230,000 – $270,000 + Pre-IPO Equity + Benefits U.S. Person / Export-Control Eligibility Required Are you an experienced spacecraft GNC engineer ready to shape the control architecture...
Round-Peg Solutions (RPS)
Boulder, CO
12 hours ago
Principal API Architect, Platform & Standards Lead
Workday is seeking a Principal API Architect in Product Engineering to own the API architecture vision across teams. You will set standards, review processes, and reference architectures guiding API design and delivery. You will translate product needs into scalable, durable...
Workday
Boulder, CO
1 day ago
Sr. Commercial Product Manager
$150k - $170k
Integrated DNA Technologies (IDT) is the leading manufacturer of custom oligonucleotides and proprietary technologies for genomics applications. Our work is complex and cutting-edge, and our team members are curious, creative thinkers who understand that good data drives...
Senior
Hourly pay
Full time
Danaher Corporation
Boulder, CO
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sr. Registered Client Associate. Be the first to apply!