Customer Experience Associate

Client Experience Associate

Lakewood, CO | Full-Time | Onsite (5 Days per Week)

Base Salary: Up to $60,000 + Benefits

About the Opportunity

A growing and collaborative wealth management firm in Lakewood, Colorado is seeking a Client Experience Associate to support advisors, clients, and daily office operations within a fast-paced professional environment. This position serves as an important first point of contact for clients while also supporting administrative coordination, operational workflows, and overall office organization. This is an excellent opportunity for an organized, client-focused professional looking to build a long-term career within financial services and wealth management.

What You’ll Be Doing

Client Service & Relationship Support

• Welcome clients and visitors with professionalism and warmth
• Assist with c...