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 AssociateRegistered Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships....
Suggested
Temporary work
Work at office
Local area
Work visa
Morgan Stanley
Boulder, CO
3 days ago
Wealth Management Client Associate
...Wealth Management Client Associate Boulder, Colorado To proceed with your application, you must be at least 18 years of age. Acknowledge... ...of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC...
Suggested
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America
Boulder, CO
23 hours ago
Wealth Management Client Associate
$25 - $44 per hour
...education, legacy, and other life goals through investment advice and guidance. Merrill's 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
Day shift
Bank of America
Boulder, CO
5 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
Sr / Principal Product Manager - AI Agent Products
$196k - $294k
Your work days are brighter here.We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can...
Senior
Full time
Work at office
Remote work
Home office
Flexible hours
Workday
Boulder, CO
4 days 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
Principal Architect
$150k - $180k
...hospitality, mixed-use, multifamily, and destination-community work. Own client relationships: Act as trusted advisor for key accounts; guide... ...) Licensed Architect (AIA preferred), ideally Colorado-registered or eligible 12+ years of progressive experience with senior leadership...
DMC Recruitment
Boulder, CO
5 days ago
Sr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit Gr[...]
$140k - $235k
...valuable financial solutions to complex Global Commercial Banking clients and prospects. Key responsibilities include serving as the... ...conditions as needed Required Qualifications Holds the following registered licenses (or obtains within 180 days of start date): FINRA...
Senior
Shift work
Day shift
Bank of America
Boulder, CO
6 days 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
Client Growth Resources
Boulder, CO
5 days ago
Wealth Management Client Associate
...legacy, and other life goals through investment advice and guidance. Merrill’s 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....
Seasonal work
Work at office
Work from home
Shift work
Day shift
Bank of America Corporation
Boulder, CO
a month 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
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.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
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. 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
Senior Litigation Attorney
$200k - $240k
...Job Description Senior Litigation Attorney Our client, a nationally recognized, growth-oriented law firm, is seeking a Senior Litigation Attorney to join its Boulder office. This opportunity is ideal for an experienced litigator who is looking to expand their...
Senior
Work at office
Local area
Adams & Martin Group
Boulder, CO
2 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. 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
21 days 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
21 days ago
Client Service Associate - Part Time
$35k - $75k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...
Temporary work
Part time
Work at office
Local area
Work visa
Morgan Stanley
Boulder, CO
1 day ago
Radio Frequency Engineer Sr - E3
$50 per hour
Requisition ID: 12379ERP Eligible?: YesERP amount: $50 LMRecognitionRelocation: PossibleType: ExemptShift: 1Clearance Prior to Start: SecretFinal Clearance: TS/SCIPay Transparency: $110,300.00 - $204,900.00Experience Level: Experienced ProfessionalFT/PT/Casual: FullTimeDepartment...
Senior
Full time
Temporary work
Work experience placement
Casual work
Flexible hours
Lockheed Martin
Boulder, CO
2 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
Systems Engineering Sr Mgr - L6
$178.5k - $331.5k
Requisition ID: 15335ERP Eligible?: YesERP amount: $5,000Relocation: NoType: LeaderShift: 1Clearance Prior to Start: TS/SCIFinal Clearance: TS/SCIPay Transparency: $178,500.00 - $331,500.00Experience Level: Experienced ProfessionalFT/PT/Casual: FullTimeDepartment: SpaceBusiness...
Senior
Full time
Temporary work
Work experience placement
Casual work
Flexible hours
Lockheed Martin
Boulder, CO
1 day ago
Spectrum Compatibility Engineer, Senior
...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...
Senior
Work experience placement
Internship
Local area
3 days per week
Mitre
Boulder, CO
2 days ago
Sr. Design Engineer
$130k - $150k
...Position Title Sr. Design Engineer Location Boulder, CO - HYBRID Duration Full Time Base Pay Range $130,000.00/yr - $150,000.00/yr Company Description The client is a boutique design engineering services company focused on advanced power systems...
Senior
Full time
Work experience placement
For subcontractor
Work at office
Open Systems
Boulder, CO
3 days ago
Sr Manufacturing Engineer - Exempt
Join Our Team in Boulder, CO Join our dynamic team in Boulder, CO, where you'll have the opportunity to work onsite full-time at our state-of-the-art Boulder plant. As part of our PMO operations engineering team, you will drive projects and capital initiatives that ...
Senior
Full time
Contract work
LanceSoft
Boulder, CO
1 day ago
Senior Principal Software Systems Engineer
$183.38k - $193.41k
Senior Principal Software Systems Engineer Developing mission-critical systems that help keep people safe is what we do. At General Dynamics Mission Systems, you'll be part of the team that helps heroes make a true impact. The work we do is important. The challenges...
Senior
For subcontractor
Flexible hours
3 days per week
Progeny Systems Corporation
Boulder, CO
5 days ago

Do you want to receive more vacancies?

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