Front Desk
We are a premier, midsize wealth management firm located in Littleton, Colorado. Our firm delivers personalized financial planning and investment strategies to high-net-worth families. We are seeking a full-time, in-office Front Desk / Client Associate to join our collaborative team.
Position Summary
As the first point of contact, you will manage our front office operations and provide critical administrative support. This role bridges client hospitality with back-office wealth management operations. It requires a high level of professionalism, strict confidentiality, and exceptional organizational skills.
Key Responsibilities
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Greet clients warmly and manage the front reception environment.
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Direct incoming phone calls to appropriate advisory team members.
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Coordinate client hospitality, meeting room readiness, and incoming mail.
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Schedule client review meetings and manage complex advisory calendars.
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Input client data into the CRM system with high accuracy.
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Prepare account opening paperwork and assist with client onboarding.
Qualifications
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Minimum of 1 to 2 years of administrative, reception, or customer service experience.
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Experience in financial services, banking, or wealth management is highly preferred.
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Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
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Strong verbal and written communication skills.
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Ability to handle sensitive financial information with total discretion.
Compensation and Benefits
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Salary: $45,000 to $60,000 annually, depending on experience.
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Job Type: Full-time, 100% in-office.
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Benefits: Health, dental, and vision insurance, 401k match, and paid time off.
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/30/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at
[email protected] to make arrangements.
Salary
$45000 - $60000 USD per year
