Client Service Associate

Tipton Weber Wealth Management; Cortez (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

Tipton Weber Wealth Management is seeking a driven Client Services Associate to join our established financial advisory practice in a full-time, in-office role. You will be the central point of contact for client requests, handling daily communications and processing financial documents with accuracy.

Ideal candidates thrive in a collaborative team and demonstrate ownership, reliability, and a commitment to professional development.

Qualifications

• Strong ability to juggle multiple priorities.
• High attention to detail and accountability.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Technical aptitude and quick learning of new systems.
• CRM experience preferred.
• Financial services, banking, or professional office experience a plus.

Responsibilities

• Serve as a primary point of contact for client service requests.
• Manage a high volume of phone, email, and in-person client communication.
• Prepare and process financial documentation accurately and efficiently.
• Track account transfers, account opening and proactively follow up on outstanding items.
• Deposit checks and coordinate money movement requests.
• Maintain CRM accuracy and organized digital records.
• Support operational initiatives and workflow improvements.
• Assist with firm-wide projects and ongoing process refinement.
• Learn and apply financial services terminology quickly.

Skills

Multitasking

Detail-oriented

MS Office

CRM experience

Technical aptitude

Financial services exp

Tools

CRM software

Microsoft Excel

Job description

We are seeking a driven, detail-oriented Client Services Associate to join a well-established and expanding financial advisory practice. This is a high-responsibility role at the center of daily operations and client experience. The right candidate will thrive in a dynamic environment where priorities shift, responsiveness matters, and accuracy is critical.

This position is ideal for someone energized by working in a business that is evolving and executing at a high level. You will interact with clients daily by phone, email, and in person while managing operational workflows that keep the firm running efficiently and professionally.

The ideal candidate thrives in a team environment, values collaboration, and understands that strong internal communication directly impacts client experience.

If you are looking for a predictable administrative position with minimal responsibility, this role will likely feel demanding. If you are motivated by ownership, growth, and long-term professional development, we would welcome your application.

Core Responsibilities

• Serve as a primary point of contact for client service requests
• Manage a high volume of phone, email, and in-person client communication
• Prepare and process financial documentation accurately and efficiently
• Track account transfers, account opening and proactively follow up on outstanding items
• Deposit checks and coordinate money movement requests
• Maintain CRM accuracy and organized digital records
• Support operational initiatives and workflow improvements
• Assist with firm-wide projects and ongoing process refinement
• Learn and apply financial services terminology quickly

Qualifications

• Strong ability to juggle multiple priorities simultaneously
• High attention to detail and accountability
• Proficiency in Microsoft Office (Word, Excel, Outlook required)
• Technical aptitude and comfort learning new systems
• CRM experience preferred
• Financial services, banking, or professional office experience a plus

Who Will Thrive Here

• Individuals who perform well in a collaborative team environment
• Self-starters who take ownership rather than wait for direction
• Professionals seeking long-term opportunity and responsibility
• Team members who value reliability, precision, and forward momentum

Full-Time | In-Office | Monday–Friday 8:00–4:30