Client Services Associate – Independent Wealth Management Firm
Location: Glendale, CO (Denver area)
Work Environment: On-site, Full-time
Role Summary
We’re hiring a Client Services Associate on behalf of our client—a growing independent, fee-only registered investment advisory firm based in the Glendale, CO area. The firm serves individuals, families, business owners, trusts, charitable foundations, and retirement plans, with a mission to help clients make sound financial decisions so they can reach their goals and live life to the fullest.
The Client Services Associate will play a pivotal role in delivering a seamless, white-glove client experience. Reporting to the Director of Operations, this role owns the day-to-day operational and administrative functions that keep client service running smoothly, freeing the advisors to focus on financial planning and relationship management. The ideal candidate is a proactive, highly organized problem-solver who genuinely enjoys going above and beyond for clients.
Core Responsibilities
- Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring timely follow-up
- Process client service requests, including money movement, account transfers, and beneficiary changes
- Facilitate the end-to-end new account opening and onboarding process, from collecting client information and documentation to coordinating with custodians
- Ensure all account paperwork and onboarding steps meet firm and regulatory compliance procedures
- Manage advisor calendars and coordinate logistics for client meetings
- Prepare materials and reports ahead of client meetings
- Support front-office operations, including answering phones, client mailings, filing, and greeting guests
- Maintain accurate, detailed client information and interactions in the firm’s CRM and related databases
- Partner with the operations, investments, and compliance teams to meet client needs efficiently
- Identify and recommend opportunities to improve processes and the client experience
- Adhere to all industry rules, regulations, and firm policies, including logging client correspondence and maintaining accurate records
Candidate Profile
Must-Haves
- Bachelor’s degree, or 2–5 years of equivalent experience in the financial services industry, ideally in client services or operations
- Exceptional verbal and written communication skills, with the ability to explain complex information clearly and empathetically
- Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and experience with CRM software and custodian platforms
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks, prioritize effectively, and stay composed in a fast-paced environment
- Proactive problem-solver with a client-first mindset
- Comfortable working both independently and as a collaborative team player
- High level of discretion and professionalism when handling confidential client information
Nice-to-Haves
- 1+ year of accounting experience, or 2+ years in a client-facing or administrative support role within financial services or wealth management
- Experience with Addepar portfolio management software
- Experience with the Charles Schwab Advisor Services platform
- Experience with Wealthbox CRM
Compensation and Benefits
- Base salary of $65,000 to $75,000, depending on experience
- Competitive bonus structure
- Comprehensive health insurance
- 401(k) plan with company match
- Paid time off and company holidays
- Professional development opportunities, including firm-sponsored licensing and certifications
Work Environment and Culture
This is a full-time, on-site role based in the Glendale, CO area. The firm values a client-first attitude, teamwork, and a strong desire to go above and beyond, and it is committed to attracting, developing, and retaining top talent. You’ll join a fast-paced, collaborative team where attention to detail and genuine care for clients make a real difference every day.