Client Service Associate - Financial Services

A boutique Registered Investment Advisory firm in Denver’s Cherry Creek neighborhood is seeking an exceptional Client Service Associate to join a close-knit, high-performing team. We deliver best-in-class wealth management services to a select clientele, and we’re looking for someone who takes genuine pride in operational excellence and client care.

We work with individuals and families to discover their goals and aspirations that may include saving for their retirement, preserving their wealth during retirement and saving for their children’s higher education. Our proven process when working with new clients includes getting to know each other, then discovery and risk tolerance identification and lastly, setting a financial strategy. We work to help clients get a clear view of their financial situation and get better control over it.

For this dynamic, high-impact position, you will be supporting a highly accomplished advisor and his clients acros...