Client Services Associate Salaries in Colorado

As a Client Support Associate, you’ll be the first point of contact for clients of independent financial advisors—helping them navigate their needs with clarity…

$25.96 - $28.37 an hour

14 days ago

Bachelor’s degree in Business, Finance, or related field preferred. Our team leverages AI and technology tools to audit workflows, identify inefficiencies, and…

$65,000 - $80,000 a year

Ability to analyze, interpret, and develop solutions effectively. Case tracking and resolution — Engage internal departments, tools, and client resources,…

$55,000 - $75,000 a year

13 days ago

Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers. Prepare various administrative deliverables which…

$30.75 - $37.50 an hour

1+ year of experience in financial services, insurance, employee benefits, or a related field. Familiarity with Client Relationship Database tools (e.g.…

$25.00 - $28.85 an hour

Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed).

$35,000 - $75,000 a year