Service Operations Associate (Denver, CO)
$37,000–$43,000 year
On-site · Denver, Colorado, United States or Fort Collins, Colorado, United States
Job Summary
Service Operations Associate I performs administrative and transactional tasks to support client service delivery. Responsible for processing client paperwork, money movement requests (wires, ACH transfers, journal entries) in line with firm policies, and maintaining detailed records in CRM and custodial platforms. Serves as a liaison with custodians and third-party platforms, stays updated on custodial procedures and regulatory requirements, and ensures activities meet compliance standards. Collaborates with Relationship Managers and Wealth Advisors to support client service delivery, participates in team meetings, identifies operational inefficiencies, helps document SOPs, and supports onboarding and training of new team members. Clear career progression to Associate II and III with increasing ownership of complex transactions and leadership responsibilities; strong communication, CRM/Salesforce proficiency, and MS Office skills emphasized.
Required Qualifications
- High School diploma with a Bachelor’s degree highly preferred
- Experience: Two to Four years of job related experience
- Financial services industry required
- Notary designation a plus
- Ability to prioritize in a fast-paced environment while maintaining client focus
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