Client Services Associate - Advisor Support and Front Office

Job Description

Job Description

Client Services Associate - Engin

A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations.

What you will do:

• Own the client experience from first contact: greet high-net-worth clients, manage front-desk communications, and handle incoming calls and mail with professionalism.
• Coordinate and maintain calendars for three Colorado-based advisors, scheduling client review meetings to maximize advisor availability.
• Guide clients through onboarding and ongoing account maintenance, serving as a reliable point of contact for inquiries and follow-up.
• Prepare, process, and track financial paperwork including new account applications, asset transfers, and related documentation.
• Maintain accurate, compliant client records in the firm CRM and internal databases in line with regulatory standards.
• Provide rotating operational support to the annuity, insurance, trading, and cashiering teams, building cross-functional knowledge over time.
• Identify process gaps and proactively surface solutions that improve office efficiency.

What you need:

• 1 or more years of client service or operations experience inside a wealth management, financial advisory, or brokerage firm.
• Strong written and verbal communication skills with a natural ability to build rapport with high-net-worth clients.
• High attention to detail and organizational discipline. Paperwork accuracy and compliance records are central to this role.
• Comfort working across multiple operational areas and willingness to learn new systems as the firm grows.

Nice to have:

• Proficiency with wealth management CRM platforms such as Salesforce, Redtail, Wealthbox, or similar.
• Familiarity with financial software used in trading, cashiering, or annuity processing.
• Bachelor degree in Finance, Business Administration, or a related field.
• Experience supporting multiple advisors or working in a multi-service financial practice.

Pay and benefits:

• Salary: $52,000 to $70,000 depending on experience.
• Mentorship from experienced advisors and a defined path toward a specialized operations role.
• Stable, collegial team environment within a firm that is actively expanding its Colorado presence.

Location and schedule:

• Location: Littleton, Colorado. 100% in-office.
• Schedule: Monday through Thursday, 9:00 AM to 5:00 PM; Friday, 9:00 AM to 1:00 PM.
• Total weekly hours: Approximately 35 hours.

About and how to apply:
This is a growing wealth management firm built around a client-first culture and a team that genuinely invests in one another's development. If you bring attention to detail, a warm client presence, and a desire to grow inside the financial services industry, we want to hear from you.

Apply directly through this posting with your resume and a brief note on your wealth management experie