Client Services Associate

Job Description

Job Description

Client Services Associate

Location - Denver, Colorado (hybrid)
Salary - Up To $75,000 depending on experience
Requirements - 1+ years of experience at a Wealth Management Firm

Join a rapidly growing wealth management firm in Chicago, IL that combines a client-first mission with an exceptional team culture. We are expanding our footprint and looking for a driven Client Services Associate to serve as a primary touchpoint for our high-net-worth clients. This hybrid role offers direct mentorship, clear pathways for long-term career growth, and the flexibility of working both in-office and remotely.

Primary Responsibilities
Act as the dedicated point of contact for client inquiries, onboarding, and ongoing account maintenance. Prepare, process, and track crucial financial paperwork, including new account applications and asset transfers. Coordinate and schedule client review meetings, managing advisor calendars to maximize efficiency. Maintain flawless, compliant client records within the firm CRM and internal databases. Collaboratively resolve complex operational issues with custodians and third-party vendors.

Required Qualifications
Two plus years of operational or client service experience within wealth management, financial planning, or banking. Exceptional written and verbal communication skills with a natural ability to build rapport. Sharp attention to detail, strong organizational abilities, and a proactive problem-solving mindset. Proficiency with modern wealth management technology, financial software, and CRM platforms. Bachelor degree in finance, business administration, or a related field is highly preferred.

 

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/29/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at  View email address on ziprecruiter.com to make arrangements.

Salary

$70000 - $75000 USD per year