Client Services Associate - Wealth Management

Location: Littleton, Colorado

Salary: Up to $70,000 depending on experience

About the role

Join a rapidly growing wealth management firm in Littleton, Colorado 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.

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.

Requirements

• 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.

Qualifications

• 1+ years of experience at a Wealth Management Firm.
• Currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.