Top 187 Client associate Jobs in Longmont Co

Registered Client Associate
Ascent Wealth Partners —Boulder, CO
- $75,000 - $95,000 a year
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate (Teller) 40 hours - Boulder, CO
Vectra Bank Colorado —Boulder, CO
- $20.00 - $22.50 an hour
- Full-time
- Basic math
- Office
- High school diploma or GED
- Profit sharing
- Paid training
Client Associate/Registered Client Associate
Royal Bank of Canada —Boulder, CO
- $40,000 - $70,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
Client Services Associate
TransPerfect —Boulder, CO
- $48,000 a year
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
Front Desk Receptionist
Colorado Wok —Lafayette, CO
- $22 an hour
- Part-time
- Google Workspace
- Office
- QuickBooks
- Employee discount
Quick Apply
11d
Client Service Associate - Loveland, CO
Advisor Talent Solutions —Loveland, CO
- $50,000 - $80,000 a year
- Monday to Friday
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Electrical Engineer – Electrical Power for Infrastructure & Buildings
Clinton Engineering inc —Boulder, CO
- $115,000 - $130,000 a year
- Full-time
- Hybrid work
- 5 years
- Research
- Office
- Paid holidays
- Disability insurance
Quick Apply
2d
Nurse Practitioner or Physician Associate in Addiction MAT Services
Colorado Medication Assisted Recovery —Thornton, CO
- $100,000 - $150,000 a year
- Full-time
- CPR Certification
- Nursing
- Addiction Medicine
- Health savings account
- Health insurance
Quick Apply
Experienced Lash Artist
Lash and Company —Johnstown, CO
- $15.16 - $45.00 an hour
- Part-time
- Mid-level
- In-person
- 2 years
- Paid training
- Health insurance
Quick Apply
Associate Veterinarian: Broadlands Veterinary Clinic
Broadlands Veterinary Clinic —Broomfield, CO
- $130,000 - $160,000 a year
- Full-time
- Mid-level
- In-person
- Leadership
- Relocation assistance
- Health insurance
Quick Apply
Associate Director - Board Certified Behavior Analyst
Autism Care Plus —Boulder, CO
- $90,000 - $105,000 a year
- Full-time
- Master's degree
- Clinic
- Children
- Continuing education credits
- Health insurance
Quick Apply
14d
Administrative Assistant
Meneses Law PLLC —Broomfield, CO
- $20 an hour
- Weekends as needed
- Spanish
- Word processing
- Writing skills
- Paid holidays
- Health insurance
Quick Apply
Associate Veterinarian
Mead Veterinary Medical Center —Mead, CO
- $130,000 - $140,000 a year
- Full-time
- Clinic experience
- Mid-level
- Surgery
- Continuing education credits
- Paid parental leave
Fine Jewelry Sales Associate
Hurdle's Jewelry —Boulder, CO
- $52,000 - $60,000 a year
- Full-time
- Inventory management
- Office
- Cleaning
- Health insurance
- 401(k)
Quick Apply
3d
Retail Store Sales Associate (Part-Time)
Christopher & Banks —Loveland, CO
- $17 an hour
- Part-time
- Background check
- Microsoft Outlook
- Merchandising
- 401(k)
- 401(k) matching
Quick Apply
6d
Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Field Marketing Associate
SageHome Brands LLC —Boulder, CO
- $20 an hour
- Part-time
- Customer service
- Ability to walk for extended periods
- Ability to lift 50 pounds
Quick Apply
Retail Field, POS & Network Technicians
Mobile Technologies Inc. —Boulder, CO
- $20 - $25 an hour
- Part-time
- 18 years or older
- Mid-level
- Driver's License
Quick Apply
Guest Experience Associate
Go Rentals —Broomfield, CO
- $19 an hour
- Full-time
- Background check
- Sales
- Pass drug screening
- Travel reimbursement
- Disability insurance
Quick Apply
22h
Client Service Associate
TBK Bank —Johnstown, CO
- $16.54 - $22.67 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Entry level
- Health insurance
- Dental insurance

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Registered Client Associate

Ascent Wealth Partners
Boulder, CO

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Phone communication
Zoom
Series 66
Series 7
Team training
Video conferences (communication methods)
Client interaction via phone calls

Full Job Description

As a Registered Client Associate within our financial services practice, you play a critical role in supporting financial advisors and helping ensure clients receive excellent service. This role serves as the backbone of the practice, bridging the gap between the financial advisor and their clients by managing administrative tasks, client communications, and operational processes. The team will depend on you to help maintain client relationships by addressing service-related inquiries, processing account transactions, and assisting with meeting preparation.

About Ascent Wealth Partners:

Ascent Wealth Partners offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals. Leveraging the resources of Wells Fargo Advisors Financial Network, the practice provides comprehensive solutions including wealth planning, retirement strategies, estate planning strategies, and insurance services, all designed to align with clients' unique life aspirations and financial objectives. Recognized as one of the 2026 Forbes Best-in-State Wealth Management Teams, Ascent Wealth Partners is committed to delivering guidance built around each client’s goals and values.

Responsibilities:

Assisting Financial Advisors (“FAs”) with the collection, creation and distribution of investment information.
Scheduling meetings, creating reminders, gathering and inputting data.
Onboarding new clients, including the collection of required documentation and client information and regularly communicating with those clients throughout the process.
Ensuring that key client information and documentation are up-to-date.
Answering incoming calls.
Responding to client and/or administrative issues and demands via phone or written correspondence as appropriate, researching answers as needed.
Engaging in industry training and education programs to maintain current status on policies and procedures.

Required Skills:

Excellent communication with the team via conference/Zoom calls, phone, email etc.
Positive attitude, willingness to engage in various business projects and initiatives.
Ability to assist and train new team members as needed.
You have a sharp eye for opportunity and a quick mind that sees ways to uniquely solve problems all the while improving systems for the betterment of the team and client.

Qualifications:

Bachelor’s degree in Finance, Business Administration in a related field or equivalent experience is desired.
Series 7 & Series 66 securities registrations
Team player, eager to collaborate with others.
Strong computer skills and knowledge of Microsoft Office products.
Exceptional interpersonal and client service skills.
Strong organizational and analytical skills; process orientated.
Strong written and verbal communication and grammatical skills.
Ability to navigate client concerns, report complaints as appropriate to FA(s) and compliance officer.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.

Our practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascent Wealth Partners is a separate entity from WFAFN.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data Compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). View award disclosure: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in longmont co

Registered Client Associate

Client Service Associate (Teller) 40 hours - Boulder, CO

Client Associate/Registered Client Associate

Client Services Associate

Front Desk Receptionist

Client Service Associate - Loveland, CO

Associate Electrical Engineer – Electrical Power for Infrastructure & Buildings

Nurse Practitioner or Physician Associate in Addiction MAT Services

Experienced Lash Artist

Associate Veterinarian: Broadlands Veterinary Clinic

Associate Director - Board Certified Behavior Analyst

Administrative Assistant

Associate Veterinarian

Fine Jewelry Sales Associate

Retail Store Sales Associate (Part-Time)

Registered Branch Associate

Field Marketing Associate

Retail Field, POS & Network Technicians

Guest Experience Associate

Client Service Associate

I want to receive the latest job alert for client associate in longmont co

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