Wealth Management Client Associate — Client Advocate
$26.5 - $42 per hourBank of America ATM
Bank of America is searching for a Client Associate in Denver, Colorado, responsible for delivering excellent client service and ensuring operational excellence. Candidates should hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, possess strong industry knowledge, and exhibit a client-centric approach. This position offers a pay range of $26.50 - $42.00 hourly along with comprehensive employee benefits and opportunities for professional growth. #J-18808-Ljbffr Bank of America
$26.5 - $42 per hour
Stryker Corporation is seeking a motivated professional in Denver, CO, to provide client service support to Financial Advisors. This role emphasizes client advocacy, operational excellence, and the customization of solutions based on specific client needs. Ideal candidates...SuggestedHourly pay$26.5 - $42 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...SuggestedHourly paySeasonal workWork at officeShift workDay shift$70k - $90k
Legacy Wealth Management is seeking a motivated Client Associate in Denver, CO, to manage client relationships and assist with onboarding and investment operations. Prefer candidates with a Bachelor's degree in finance or related fields and experience in financial services...Suggested$55k - $65k
A leading global wealth management firm is seeking a Client Associate in Denver to provide operational and administrative support to Financial Advisors. The role includes educating clients on services, data management, and preparing client meeting materials. Candidates...Suggested$75k - $85k
...Wealth Management Team Member As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and... ...four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent...SuggestedPermanent employmentWork at officeLocal area$58k - $72k
...This can be either personal support to one manager or support for a certain area or location... ...Us UBS is a leading and truly global wealth manager and the leading universal bank in... ...keep management systems up-to-date with client information educate clients on account services...Full timeWork at officeFlexible hours$70k - $90k
Our client, Legacy Wealth Management , is a growing financial advisory firm specializing in comprehensive wealth management solutions for individuals... ..., CO , they are seeking a dynamic and driven Client Associate to join their team. Responsibilities Client Relationship...$55k - $65k
City Denver Your role Role Purpose: A Client Associate services clients and provides operational... ...relationships with clients Maintain management systems with up to date client information... ...Us UBS is a leading and truly global wealth manager and the leading universal bank...Full timeWork at officeFlexible hours$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...Work at office$250k - $280k
The Senior Client Advocate provides strategic relationship management and placement, drawing on our specialized construction industry experience to craft risk strategies for clients. The Role The Senior Client Advocate will deliver strategic relationship management, placement...Contract workTemporary workLocal areaFlexible hours- The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to... ...analytical tools. Mentor and support the development of Associate Client Advocates (ACAs) and broader account teams....Visa sponsorshipWork visa
$90k - $120k
Description The Associate Client Advocate is the backbone of our account management teams, ensuring seamless service delivery and exceeding client expectations. This role involves both client-facing responsibilities and internal collaboration to support account leaders...Temporary workFor contractorsWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- A financial services firm in Denver seeks a Registered Client Service Associate to support Financial Advisors and provide outstanding service to clients. This role involves building relationships, managing accounts, and ensuring an exceptional client experience. Candidates...
$65k - $105k
...Client Services Associate Job Description The Client Services Associate provides full support... ...one or more Advisors & will primarily manage the execution of all of Advisors’ recommendations... ...~ Proactively communicate with VIV Wealth Partners team and clients regarding...Full timeWork experience placement$40k - $66k
...Job Description What is the opportunity? Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to...Full timeFlexible hours$45k - $65k
...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented... ..., as well as the ability to organize, manage, and track multiple, detailed tasks... ...choose to work at Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office$33.28k - $85k
POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... .../or other duties directed by local management ADMINISTRATIVE SUPPORT Answering...Temporary workWork at officeLocal area$69.13k - $96.47k
...standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup's Banking... ...Performs client onboarding & account opening, KYC process management, client relationship management and documentation oversight. Deals...Full time- ...analysis and invoice preparation D365 entry and maintenance New client set up and risk assessments Drafting engagement contracts for... ...in process execution, documentation accuracy, and workflow management, known for reliability and precision under deadline‑driven conditions...Work at officeLocal areaShift work
- ...most important people decisions. We help clients build better workplaces, where people... ...Gallagher. Overview The Branch Client Service Associate I is accountable for delivering high... ...into either the Branch Client Service Management Manager or the Branch Client Service Supervisor...Full timeLive outWork at officeLocal areaFlexible hours
$58k - $80k
A prominent financial services firm in Denver is seeking a Client Associate to support clients and provide operational assistance to Financial Advisors. The ideal candidate must possess a Series 7 license and either a Series 66 or Series 65/63 license to be considered...Full time- ...wholesale insurance firm in Littleton, Colorado is seeking a client-focused Associate Underwriter. The ideal candidate will have a minimum of 4... ...brokerage, strong communication skills, and the ability to manage multiple tasks efficiently. This role involves providing underwriting...
$58k - $80k
Overview UBS is seeking a Client Associate to provide operational and administrative support to Financial Advisors. The role is part of the DOD SkillBridge training program for transitioning U.S. Armed Services members. Only individuals approved for DOD SkillBridge will...Full timeTraineeshipWork at office$55k - $65k
UBS is seeking a Client Associate for their SkillBridge training program in Denver, Colorado. This full-time role is designed for transitioning service members who provide operational and administrative support to Financial Advisors. Responsibilities include completing...Full time$66.56k - $75k
Registered Client Associate (RCA) A growing, high-performance financial services team is seeking a motivated and detail-oriented Registered... ...ideal candidate is highly organized, proactive, and able to manage multiple priorities with accuracy and professionalism. This...$58k - $80k
Job Overview A Client Associate supports Registered services clients and provides operational and administrative support to Financial Advisors. The employee must hold Series 7 and either Series 66 or 65/63 to be considered registered. Responsibilities Provide standard...Full timeWork at office- ...Client Engagement Associate Denver, CO DELTA |v| Forensic Engineering, Inc. DELTA |v| Forensic Engineering is one of the recognized leaders... ...Denver, Colorado office. The CEA plays a critical role in managing case logistics, coordinating engineer support, and...Work at officeLocal areaImmediate start
- WTW is looking for a Senior Client Advocate in Denver, Colorado, to provide strategic relationship management and consultative services. The ideal candidate will manage a book of business, engaging WTW resources to meet client needs. Responsibilities include building client...
$90k - $120k
A leading insurance brokerage firm is looking for an Associate Client Advocate in Denver, Colorado. The role involves managing client service delivery and ensuring accuracy in all aspects. Candidates must have 4 to 6 years of experience in Property & Casualty insurance...$22 per hour
...Employment Type: Full-Time ONSITE Serenity is growing its client-facing team and we're looking for a Client Advocate who knows how to make people feel informed,... ...what people mean, not just what they say Able to manage a high volume of interactions without letting quality...Hourly payFull timeImmediate startShift work
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