Client Associate

Evergreen Private Wealth; Denver (CO); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Evergreen Private Wealth in Denver Metro (Hybrid) is seeking a Client Associate to deliver an exceptional client experience by supporting advisors and serving as a key contact for clients. You will help prepare client meetings, maintain accounts and CRM records, process service requests, and assist onboarding.

Coordinate follow-up and day-to-day client service while working closely with the advisory team, and support business development to ensure every client interaction reflects Evergreen's

Qualifications

• At least one year of experience in the financial services or wealth management industry.
• Strong client service, communication, and organizational skills.
• Detail-oriented with the ability to manage multiple priorities in a collaborative environment.
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred.

Responsibilities

• Deliver an exceptional client experience by supporting advisors and serving as a key point of contact for clients.
• Prepare client meetings, maintain account and CRM records, process service requests, and assist with onboarding.
• Coordinate follow-up, documentation, and day-to-day client service while working closely with the advisory team.
• Support business development efforts and help ensure every client interaction reflects Evergreen's high standards.

Skills

Client service

Communication

Organizational skills

Detail-oriented

Team collaboration

Education

Bachelor's degree preferred

Tools

CRM systems

Job description

Client Associate | Evergreen Private Wealth | Denver Metro (Hybrid)

At Evergreen Private Wealth, we help clients navigate every stage of their financial lives through long-term relationships, thoughtful advice, and exceptional service.

Our advisors work in a Triangle Team structure consisting of a Client Associate, Associate Advisor, and Lead Advisor. This collaborative approach creates a better client experience while providing a clear career path for growth—from Client Associate to Associate Advisor and ultimately Lead Advisor.

What You'll Do

Deliver an exceptional client experience by supporting advisors and serving as a key point of contact for clients.

Prepare client meetings, maintain account and CRM records, process service requests, and assist with onboarding.

Coordinate follow-up, documentation, and day-to-day client service while working closely with the advisory team.

Support business development efforts and help ensure every client interaction reflects Evergreen's high standards.

Qualifications

At least one year of experience in the financial services or wealth management industry.

Strong client service, communication, and organizational skills.

Detail-oriented with the ability to manage multiple priorities in a collaborative environment.

Bachelor's degree in Finance, Business, Economics, or a related field is preferred.

Our Core Values

Our values guide every decision we make and are part of how we evaluate performance and advancement across every stage of the Triangle Team.

• Always Do the Right Thing for Clients and the Team
• Proactive Problem Solver (Don't Wait to Be Told)
• Always Learning and Improving
• Speak Openly. Disagree. Drop Ego. Then Commit.
• Reliable (Gets Things Done)

If you're looking for a firm that invests in your development, values teamwork, and offers a defined path to becoming a financial advisor, we'd love to hear from you.