Top 7 Wealth management client associate Jobs in Denver Co

Trading and Client Operations Associate - Dechtman Wealth Management
HighTower Advisors —Centennial, CO
- $75,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
Wealth Management Client Associate
Bank of America —Boulder, CO
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Financial Associate
Royal Bank of Canada —Greenwood Village, CO
- $55,000 - $94,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Disability insurance
- Health insurance
1d
Wealth Management Associate - Idaho, Montana, Utah & Wyoming
Equitable Advisors —Denver, CO
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Key Private Bank - Registered Associate Relationship Manager
KeyBank National Association —Denver, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Key Private Bank Associate Relationship Manager
KeyBank National Association —Denver, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office

Discover related jobs

Based on your search for wealth management client associate jobs.

Personal Banker - Table Mesa Branch Boulder, CO
First National Bank of Omaha —Boulder, CO
Help customers with transactions like deposits and withdrawals. Successful candidates must meet ongoing regulatory requirements including acceptable background…
From $23 an hour
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Arvada, CO
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$70,125 - $116,875 a year

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

(Wealth Management) Client Service Associate
Sanctuary Wealth Group LLC —Columbus, OH
Update client information in CRM, custodial platforms, document management systems, ticketing tools, and internal tracking resources.
$60,000 - $80,000 a year
Quick Apply
9d
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management client associate in denver co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management client associate jobs near denver co

Management Associate jobs in Denver, CO

Client Associate jobs in Boulder, CO

Banking Relationship Manager jobs in Denver, CO

Management Associate jobs in Atlanta, GA

Management Associate jobs in Sherman, TX

Health Science Associate Degree jobs in Atlanta, GA

Associate Degree Accounting jobs in Baltimore, MD

Management Associate jobs in Greenville, SC

Associate Therapist jobs in Los Angeles, CA

Senior Finance Associate jobs in Berthoud, CO

Senior Finance Associate jobs in Columbus, OH

Entry Level Finance jobs in Baltimore, MD

Senior Finance Associate jobs in New York, NY

Sunrise Senior Living jobs in Manhattan, NY

Senior Finance Associate jobs in Irvine, CA

Senior Contract Administrator jobs in Remote

Client Associate jobs in Southbury, CT

Associate In Arts Degree jobs in Florida

Client Associate jobs in Wesley Chapel, FL

Client Associate jobs in Media, PA

Trading and Client Operations Associate - Dechtman Wealth Management

HighTower Advisors -
Centennial, CO

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Optimizing workflow processes
Data integrity assurance
Cash flow management
Customer records maintenance
Investment advisory support
Wire transfer payment processing
Financial services customer support
Confidential information handling
Trade execution in financial markets
Account maintenance
Bachelor's degree in finance
Investment operations
Monitoring settlement queries
Investment management software
Regulatory compliance
Bachelor's degree in business
Bank transfers
Client file management
Mid-level
Accurate transaction records management
3 years
Finance
Financial issue resolution
Managing clients in a customer support role
Client database systems
Bachelor's degree
Check payment processing
Managing clients in a finance role
Data management
Financial records management

Full Job Description

Your Future Team
As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client's specific goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You'll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals. You will report to the Senior Wealth Advisor.

What You'll Do
Trading & Portfolio Implementation

Execute trades across client accounts in accordance with portfolio models and advisor direction
Ensure accurate and timely trade settlement and reconciliation
Monitor cash levels and raise cash for distributions, fees, and rebalancing
Assist with portfolio rebalancing and implementation of investment strategies
Coordinate with custodians to resolve trade-related issues

Cash Management & Client Transactions

Process client withdrawals, distributions, and money movements
Coordinate ACH, wire requests, and check disbursements
Verify funding availability and ensure documentation for all transactions
Troubleshoot and resolve transaction-related issues with custodians and clients

Client Service & Support (Post-Market Hours Focus)

Support the team with client service requests after market close
Help with account maintenance, service follow-ups, and client inquiries
Help ensure accurate completion of client requests
Provide a high level of responsiveness and professionalism in all client interactions

Account Maintenance & Operations

Open, update, and maintain client accounts across systems
Maintain accurate client records in CRM and portfolio management systems
Help with account linking, beneficiary updates, and banking instructions
Support reporting and data accuracy across platforms

Compliance & Documentation

Maintain proper documentation for trades, distributions, and client requests
Help with compliance tracking for client transactions and correspondence
Ensure all activities meet practice and regulatory standards

Team & Operational Support

Collaborate with advisors and team members to ensure smooth daily operations
Help with process improvements and operational efficiencies
Provide backup support for administrative tasks

What You'll Bring

3-5 years of experience in financial services, wealth management, or trading operations preferred
Experience with custodial platforms such as Schwab is strongly preferred
Understanding of trading workflows, cash management, and account operations
Familiarity with portfolio management systems such as Black Diamond is a plus
Ability to manage multiple priorities in a fast-paced environment
Excellent communication and organizational skills
High level of professionalism and discretion when handling client information
Proficiency in Microsoft Office Suite and CRM systems
Bachelor's degree in Business, Finance, or related field preferred
Client-focused mindset with a commitment to delivering quality service
Ability to work both independently and as part of a team

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Generous PTO benefits
Student loan assistance
Pet insurance
Annual base salary of $75,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

#LI-Onsite

Quick Apply

Refine Your Search

wealth management client associate jobs in denver co

Trading and Client Operations Associate - Dechtman Wealth Management

Wealth Management Client Associate

Senior Financial Associate

Wealth Management Associate - Idaho, Montana, Utah & Wyoming

Key Private Bank - Registered Associate Relationship Manager

Key Private Bank Associate Relationship Manager

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management client associate in denver co

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected