Client Associate | Hybrid Role with Advisor Path

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

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