Client Service Associate
$65,000–$75,000 year
On-site · Denver, Colorado, United States
Job Summary
Client Service Associate to support a wealth-management advisor and clients across all office operations, including account administration, transfers, client reports, CRM and planning software, scheduling, and delivery of a seamless client experience. Role requires Series 7 (and possibly Series 63/65/24), 5+ years in client service or related financial services, strong written/verbal communication, excellent organizational and analytical skills, and a proactive, confidential approach to supporting client relationships in a Denver, CO-based advisory practice.
Required Qualifications
- Series 7 license required; Series 63, 65, and/or 24 strongly preferred
- Minimum 5 years of experience in client service, investments, or a related financial services role
- Advanced proficiency in Microsoft Office (Word, Excel, PowerPoint), Outlook, virtual meeting platforms, and CRM/financial planning software
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